Templeton Emerging Markets Fund, Inc. (EMF)
Loading...
Symbols:
EMF Forum Topics
loading ...Recent EMF Articles
- Emerging Markets Infrastructure Is Booming
- The Fed Risks Impotency with Latest Panic Cut
- The Truth Behind the Top Ten Yielding Stocks
- Templeton's Mark Mobius Still Keen on Emerging Markets (EMF, EEM)
- Mobius: Asian Stocks to Outperform Latin America (EMF, ILF, EWZ, FXI, EWY)
- Runaway Indonesian Inflation to Continue (CEFs: IF, EMF)
-
Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider
on Jan 05, 2004| by
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Emerging Markets Infrastructure Is Booming [view article]
I haven't got a problem with most of your article, but this piece seems unlikely.You say that by 2010 the emerging world will have more GDP than the developed world.
Rough numbers:
US 15 Trillion
EU 17 trillion
JA 7 trillion
AU, CA, NZ, etc 3 trillion
World economy 60 trillion
You are saying that in two years the developing world will produce 20 trillion dollars more of GDP. How?
China 3-4 trillion, hard to say because of communism
India 1-2 trillion
All others smaller.
Do you have a link or paper reference? What statistics are you referring to? Reply
Emerging Markets Infrastructure Is Booming [view article]
Investing directly in infrastructure emerging market plays are also difficult. They are usually highly leveraged and are subject to swings in prices. You could consider L&T (Larsen & Toubro), ABB, Aban Offshore, IDFC (Infra Dev Fin Corp), Concor (Container Corp) and other in the Indian market. Replyk
Emerging Markets Infrastructure Is Booming [view article]
There must be some subway firms that will benefit from the fact that China will build more subway miles in the next 15 years than exist in all of Europe presently, though I haven't researched that space.One more pure play is Jinpan International (JST:AMEX), a small but profitable and rapidly growing Chinese high-tech producer of electrical trasformers that should benefit from expansion of the electric grid in China (90% of company sales are in China). Currently selling a TTM PE of about 14, and just opened new production plant last month.
There must be many other firms with similar pieces of the transportation, power, water/sewer systems that will benefit from increasing governmental infrastructure investments, but it's difficult to find pure plays.
Disclosure: long JST Reply
General Discussion on EMF
How is it that the quotes appearing here on Seeking Alpha regarding dividends and yield on EMF are so very different from E-Trades?!!! ReplyEmerging Markets Infrastructure Is Booming [view article]
Check out hlsyf.ob as an infrastructure play. It is a play on high speed rail build out, subway buildout, nuclear buildout, wind power controls and industrial automation. ReplyEmerging Markets Infrastructure Is Booming [view article]
You have to have a pretty good supply of Malox to invest long-term in emerging market funds. But I have been looking at infrastructure, particularly in Brazil and South America. There are a couple of interesting large So. American infrastructure plays (Cemex being one of them), but China has been more difficult to figure. Clearly for a country that is building (depending on who you listen to) one to two coal fired utilities a month, then, who are the big players here? The best I've come up with so far is Bectel, which is a private company and Siemens. Siemens is interesting as they recently installed a very high efficiency boiler (45%) in one of China's new coal-fired plants and is working on efficiency ratings inn excess of 50%. I also know that GE is trying for a foothold, but if they are at all successful, it sure isn't reflected in their stock price...Thx jegan ;-) Reply
Miller
Emerging Markets Infrastructure Is Booming [view article]
Thinking further about athenian's question, another way to play the global infrastructure trend is to buy the dry bulk shipping companies that transport the components of the infrastructure and the container ships that transport the merchandise needed and desired by the newly emergent middle classes in the booming economies. ReplyMiller
Emerging Markets Infrastructure Is Booming [view article]
Athenian:You can also consider ABB Ltd. (ABB) and the T. Rowe Price Africa and Middle East Fund (TRAMX) Reply
madison
Emerging Markets Infrastructure Is Booming [view article]
athenian:Look at funds dedicated to investing in these markets such as Templeton Emerging Markets Fund (EMF) which invests accross the globe in emerging markets or Templeton Dragon Fund (TDF) which invests in China. Both are closed mutual funds which means they are traded as stocks and both are currently trading well below their book value and pay a nice dividend.
Reply
Emerging Markets Infrastructure Is Booming [view article]
So how do you suggest an investor should best take advantage of this? ReplyExchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
can you please update this list? thanks. ReplyEditors
General Discussion on EMF
Is this a buy or a sell? ReplyExchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
Are there any EFT funds that are purelt composed of vietnam companies? lasmatas@yahoo.com Reply