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Tag Archives | emerging markets

Emerging markets guru Mark Mobius on … everything

Emerging markets guru Mark Mobius on … everything

Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with CFA board member Delphine Govender at the recent CFA Investment Conference. Here is a run-down of some of Mobius’s views on current […]

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Which stock markets look cheap for SA investors

Which stock markets look cheap for SA investors?

While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and analytics at Schroders. The US remains “outrageously expensive”. But, except for the first few months of 2020, that has generally been the […]

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