Mark Mobius: Frontier Markets Are 'Where It's At Now'

Comments

[Jasper M:]

I think anyone who believes they can outrun this deflation by having their money 'leave town' is going to be in for a rude surprise. Collapsing money supply and collapsing consumption are going to radically change the relative value of commodities producers.

Sep 25 03:35 AM

[chap08:]

"Where it's at" doesn't mean investable. As he says, you need some stocks to buy. His Templeton EM fund has about 7% in frontier markets from the last published numbers - not enough to make a difference. His dedicated frontier markets fund is worth a not very staggering $13 million. Vietnam, Nigeria, Egypt and Qatar are his biggest holdings.

There are investments out there but liquidity is an issue. Staying away from hot money is another one.

Sep 25 05:41 AM

[jamup:]

My guess is that america will soon become a frontier country, if the people who are now running the show stay in the drivers seat very much longer.

Sep 25 07:32 AM

[Paul Harper:]

Frontier Markets are still an ETF play for the retail investor (imo), there are a couple about, my main worry with any of them is lack of liquidity.
But it also comes down to your definition of Emerging & Frontier. Lots of people talk about Middle East as being frontier, but I woiuld be more happy with money parked there than South Africa right now (example)


On Sep 25 05:41 AM chap08 wrote:

> "Where it's at" doesn't mean investable. As he says, you need some
> stocks to buy. His Templeton EM fund has about 7% in frontier markets
> from the last published numbers - not enough to make a difference.
> His dedicated frontier markets fund is worth a not very staggering
> $13 million. Vietnam, Nigeria, Egypt and Qatar are his biggest holdings.
>
>
> There are investments out there but liquidity is an issue. Staying
> away from hot money is another one.

Sep 25 07:53 AM

[A. Nony Mouse:]

Hey Jamup--that's the goal of this leftist-elitist de-development crowd. They ache to turn the United States into a 3rd world cess-pool. And by golly they're well on their way.

Sep 25 08:56 AM

[Tom E.:]

With so much slack in the global economy, its hard to see how those at the tail end of the chain are going to prosper.

Sep 25 01:15 PM

[flstearns:]

Trying to learn holdings of FRN, went to ETFConnect. The site has disappeared and does not answer questions in its new format. BRING BACK ETFConnect!!!!

Sep 26 01:23 PM

[Moise Levi:]

Frontier markets, emerging markets are probably way overbought right now ; I'll allow them to pull back and probably buy on the dip after Oct.

Fundamentals are improving, that's the real good news

Sep 27 09:41 AM