Mac Murray

Posts Tagged ‘EMERGING Markets’

Passport to Profits: A Guide to Global Investing by Mark Mobius

In BOOK Review, DEEP Investing on February 21, 2010 at 10:56 PM

“Sir John Templeton was the first American investment manager to pursue investments in foreign markets.  He chose Mobius as his general to lead the Templeton Emerging Markets Fund, which invested heavily in dozens of emerging and frontier markets years before most other funds got a clue.

My fave quote:
“All markets, being based more in mass psychology than objective reality, have a tendency to overshoot and undershoot economic growth rates. Judging the influence of irrational emotion is, by the way, the way we make most of our money.”

Mobius, by the way, was the keynote speaker for the Asia Pacific Investment Conference 2009 at the Renaissance Hotel in Makati City, Philippines.

Mobius on Emerging Markets

In EMERGING Markets, INTELLIGENT Investor, Investment GIANTS on January 1, 2010 at 9:31 PM

Mark Mobius, of Franklin Templeton, keynote speaker at the 9th Asia-Pacific Investment C0nference, October 2009 in Manila.

The Post American World

In DEEP Investing, EMERGING Markets, INTELLIGENT Investor on December 12, 2009 at 10:07 AM

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more about "The Post American World", posted with vodpod

“The Emerging Markets Century”

In EMERGING Markets on December 7, 2009 at 11:13 AM

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Chinese Blue Marble Half Slice

“This phenomenon will define our age more than anything…the biggest shift in the global economy and in global power since the industrial revolution.”

–Antoine van Agtmael,  coiner of  the term “emerging markets”

Chinese Blue Marble Half Slice

See the full video at FORA.tv:  “The Emerging Market Century”

Foreign Brokers Dominate Philippine Stock Market

In PSE CURRENT Affairs on November 30, 2009 at 3:37 PM

Global Markets

FOREIGN-OWNED brokerages again cornerd the bulk of the stock market’s trading last year, data from the Philippine Stock Exchange (PSE) showed.

Six of the top nine equity firms by market share were foreigners that had a combined share of almost half.

The stock exchange said topping the list was Deutsche Regis Partners, Inc., which had increased its market share to 15.73% or P240 billion worth of equity trading last year from 12.2% a year earlier.

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Highest Year-to-Date Returns in 10 Years as of November 15 2009

In EMERGING Markets, INTELLIGENT Investor on November 17, 2009 at 9:58 AM

Presenting the highest year to date returns in 10 years.  If your funds are languishing in a savings account or time deposit, read ’em and weep.

. Read the rest of this entry »

Sir John Templeton and Peter Lynch

In Investment GIANTS on October 20, 2009 at 10:19 PM


Back when mutual fund management was still an honorable gig.  Sir John Templeton was the first mutual fund manager to begin actively investing in Emerging Markets (Mark Mobius is his right hand man in this regard).  Peter Lynch of Fidelity Magellan was the top performing mutual fund manager of the 20th century. Read the rest of this entry »

An interview with Sir John Templeton

In Investment GIANTS on October 20, 2009 at 5:40 PM

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The pioneer of global investing and founder of the first Emerging Markets investment fund.

ASEAN Trading Link Welcomes Hochiminh Stock Exchange

In EMERGING Markets, PSE CURRENT Affairs on September 21, 2009 at 12:06 PM
ASEAN Trading Link welcomes the Hochiminh Stock Exchange

ASEAN Trading Link welcomes the Hochiminh Stock Exchange

Five ASEAN exchanges – Bursa Malaysia, the Indonesia Stock Exchange, the Philippine Stock Exchange, Singapore Exchange Limited (SGX) and the Stock Exchange of Thailand entered into an Accession Agreement with the Hochiminh Stock Exchange today that will include the latter in a regional pact which will explore cross-border trading amongst the ASEAN capital markets via an electronic gateway. Read the rest of this entry »

Stock Market Diagnostics by Paris Murray: Sept 16 2009

In EMERGING Markets, PSE CURRENT Affairs on September 17, 2009 at 12:00 AM

Market Diagnostics

Chinese Blue Marble Half Slice

“The Market tells you where your market is, and you’d d••n well better listen.

–Jim Clark

Chinese Blue Marble Half Slice

Assessment and Outlook

Cautiously optimistic.  As of September 10, the NYSE Composite Index and the Nasdaq Index are at their highest levels of the year.  Emerging Markets are boasting the best year-to-date returns of the last 10 years, as are the ASEAN markets .  2009 is the Philippine Composite Index’s best performing year-to-date over the past 5 years.  All this suggests a strong 4th Quarter.

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