Mark Mobius:
Emerging markets on recovery phase
US on sustainable growth path
EU and Japan recovering
Emerging market themes -consumer, commodities
Oil demand won't be affected much by shale gas
(interview with the Star)
October 12, 2014
Mark Mobius views
ICAP Investor Day 2014
Take home message from Tan Teng Boo's talk-work hard at what you do, when you become good at it, passion (and riches) will follow.
October 11, 2014
October 07, 2014
Investment ideas
falling oil price is good news for India and Japan
Alibaba looks like a good way to play the long-term China growth story, and Yahoo is a simple way to give you access to Alibaba
Brazil JPB IBZL
Central America
a stronger dollar could be good news for other markets. As long as the euro is weakening, that's a positive sign (perhaps the only one) for troubled eurozone markets. The same goes for Japan. A weak yen (not to mention falling raw materials prices) is good news for Japan too.
(money morning)
October 05, 2014
October 02, 2014
verge of collapse
Tan Teng Boo believes global financial markets are in a very dangerous situation... only China will escape unscathed... don't buy shares or properties now.
(source : The Edge )
September 12, 2014
market view
As far as geographical exposure goes, we continue to recommend over-weight positions in the developed world (Europe, Japan and the US). Since April 2011, the developed world has outperformed the emerging nations by a wide margin and we expect this trend to continue for the foreseeable future. However, over the past few weeks, a number of emerging markets ETFs have broken out of multi-month trading ranges, so we now recommend modest exposure this area.
In terms of specifics, we continue to see incredible momentum in India’s stock market! You will recall that we first recommended exposure to this market several months ago and despite the recent run up, we see plenty of potential.
Elsewhere in Asia, Hong Kong has recently broken out of a lengthy consolidation phase and even Taiwan’s stock market is gaining momentum. So, our readers can consider looking for opportunities in these stock markets.
Over in South America, Brazil’s stock market is showing signs of strength and the uptrend could continue for several months.
In summary, the monetary backdrop remains favourable towards stocks, America’s housing market is rebounding and a variety of technical indicators are showing strength. Therefore, we continue to believe that the ongoing primary uptrend will continue for several months, so our readers should stay fully invested in common stocks.
Although this bull market is mature and we will get some volatility heading into spring, the path of least resistance remains up and investors should stay positioned for the northbound journey.
- Puru Saxena
In terms of specifics, we continue to see incredible momentum in India’s stock market! You will recall that we first recommended exposure to this market several months ago and despite the recent run up, we see plenty of potential.
Elsewhere in Asia, Hong Kong has recently broken out of a lengthy consolidation phase and even Taiwan’s stock market is gaining momentum. So, our readers can consider looking for opportunities in these stock markets.
Over in South America, Brazil’s stock market is showing signs of strength and the uptrend could continue for several months.
In summary, the monetary backdrop remains favourable towards stocks, America’s housing market is rebounding and a variety of technical indicators are showing strength. Therefore, we continue to believe that the ongoing primary uptrend will continue for several months, so our readers should stay fully invested in common stocks.
Although this bull market is mature and we will get some volatility heading into spring, the path of least resistance remains up and investors should stay positioned for the northbound journey.
- Puru Saxena
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