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Latest Comments |
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Emerging Markets Update – June 2010
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14/07/10 |
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Video interview with Mark Mobius on various themes including: finding value in the current markets, emerging versus developed markets, consumers and commodities, China property bubble and focus on Thailand
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Emerging Markets Newsletter – June 2010
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09/07/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Finding Opportunity in Volatile Times – June 2010
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05/07/10 |
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Dramatic changes in valuation have enabled the Mutual Series
investment team to uncover attractive opportunities in undervalued equities, M&A stories and distressed
debt around the world.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – May 2010
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10/06/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Opportunities in European Corporate Bonds – May 2010
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27/05/10 |
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Eric Takaha believes the volatile market conditions have created a number of attractive investment opportunities in European corporate bonds, despite renewed investor focus on credit risk.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Ask the Expert – Michael Hasenstab – May 10, 2010
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18/05/10 |
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Michael Hasenstab appeared as a guest speaker on the Financial Times
online webchat on May 10th 2010 and discussed the monetary policy easing measures and the opportunities he’s
seeing in the global and EM debt markets.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video Interview – Mark Mobius – April 26, 2010
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18/05/10 |
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Mark Mobius appeared as a guest speaker on Thomson Reuters and
talked about Greece debt crisis, China and Frontier Markets.
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 (Video)
(Video)
(Video) |
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watch the video about the Greek debt crisis
watch the video about China issues.
watch the video about Frontier Market opportunities. |
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Emerging Markets Newsletter – April 2010
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07/05/10 |
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Monthly information from Templeton Emerging Markets Team.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Promising Prospects in Africa – April 2010
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05/05/10 |
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According to Mark Mobius higher global demand for commodities,
a recovery in domestic demand and the preparations for and hosting of the 2010 FIFA World Cup should
potentially further support economic growth in South Africa this year.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video interview with Michael Hasenstab – April 2010
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29/04/10 |
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Fixed Income update on global opportunities in an uneven recovery.
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(Video) |
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Managing Risk in Emerging Markets – March 2010
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01/04/10 |
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According to Cindy Sweeting and the Templeton Global Equity
Group, building emerging markets exposure through investments in foreign multinationals can be
cheaper than direct investment and may potentially reduce a portfolio�s overall risk profile.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – March 2010
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30/03/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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U.S. Health Care Reform Bill Enacted – March 23, 2010
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26/03/10 |
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Franklin Templeton portfolio managers who have significant
exposure to the health care sector comment on the possible consequences and opportunities.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – February 2010
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11/03/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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India’s Central Bank begins a Gradual Monetary Policy Shift – February 2010
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04/03/10 |
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Sukumar Rajah and the Franklin Asian Equity team view this announcement
as a natural progression of the policy normalisation that is taking place the world over, although at a
faster pace in emerging markets.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter - January 2010
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11/02/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Templeton Emerging Markets Outlook 2010 - January 2010
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25/01/10 |
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Mark Mobius and his team look to 2010 with optimism and explain which factors make emerging markets attractive.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter - December 2009
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08/01/10 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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High-Quality Growth Companies for the Long Term – December 2009
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06/01/10 |
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According to the Franklin Global Advisers team, the worst of the recession
is behind us and the economy is likely to continue to grow at a modest pace in 2010.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Tips for Stock Investing in 2010 - 22 December 2009
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06/01/10 |
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Conrad Herrmann, director of equity portfolio management at Franklin Global Advisers, speaks to the Wall Street Journal on stocks and market sectors to consider and to avoid in 2010.
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Emerging Markets Newsletter – November 2009
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09/12/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Merger arbitrage opportunities – November 2009
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07/12/09 |
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After a period of doubt at the beginning of the year, the
Mutual Series team is confident again that the merger arbitrage space will continue to be
fruitful over the next six to nine months.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – October 2009
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11/11/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Recovery and the Road Ahead – October 2009
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29/10/09 |
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Year-to-date, in a rising period for equity and oil prices,
the Franklin Global Advisors team has focused on energy opportunities, such as diversified mining
and gold & precious metals, that had sharply been hit with the sector’s downturn.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video interview: Emerging and Frontier Markets Update - September 09
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04/12/09 |
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Mark Mobius, Executive Chairman of Templeton Asset Management Ltd. gives an update on Emerging Markets and Frontier Markets.
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Emerging Markets Newsletter – September 2009
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06/10/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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The Rise of China: An Eyewitness Account – October 2009
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02/10/09 |
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Mark Mobius comments on the evolution of the country, 60 years
after the founding of the People�s Republic of China.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Germany’s Elections: A Win for the Center-Right – 27 September 2009
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02/10/09 |
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Uwe Zöllner says the new government is expected to be positive
for Germany’s markets and businesses.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Current Opportunities in International Small and Mid Capitalisations – September 2009
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30/09/09 |
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According to Edwin Lugo, the recovery since March has
returned stock prices of our favorite international companies from distressed
levels to bargains.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter - August 2009
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11/09/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Technology Sector Growth Appears Upbeat – August 2009
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08/09/09 |
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Technology stocks appear to have bottomed in late 2008 to early 2009. Year-to-date, many technology stocks have performed quite well, outperforming the S&P 500 Index.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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China’s Yuan Poised for Leadership – July 2009
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21/08/09 |
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Michael Hasenstab believes that the U.S. dollar may
lose its monopoly status as a reserve currency and may have to share that role with the
euro, as well as Asian currencies, such as the yuan.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – July 2009
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18/08/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Global REIT Markets–The China Story – June 2009
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14/07/09 |
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Jack Foster and David Levy � Franklin Templeton Real Estate Advisors
– are seeing investment opportunities in REITs in Greater China, where they believe there are
indications of a bottom.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video interview: Navigating an Uncertain Recovery – June 2009
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07/07/09 |
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Michael Hasenstab, Co-Director of the Franklin Templeton
International Fixed Income Group, outlines his team’s positioning on global bonds and
currencies.
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(Video) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – June 2009
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07/07/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – May 2009
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12/06/09 |
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Monthly information from Templeton Emerging
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Finding Value in Beaten Down Markets – April 2009
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19/06/09 |
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Global markets are well below their levels in late 2007 and
investor sentiment is still low. Negative views are sending stock prices to levels that allow
value investors to find attractive opportunities.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – April 2009
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12/05/09 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Latin America Managing through Global Crisis – March 2009
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12/04/09 |
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Compared to previous global economic crises, the impact on
the Latin America region this time has been different and much more moderate.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Commodity Supply-Demand Imbalances Should Lead to Long-Term Upward Trend – February 2009
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12/03/09 |
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Commodities have been a major investment theme for our funds
for quite some time. We continue to believe in this theme, with particular focus on the
energy sector.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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