The Chart Room

In his recent post to Investment Adventures in Emerging Market, Mark Mobius explores the Indian economy, the third largest single economy in the world. According to Mobius, India is expected to outpace both the U.S. and China in growth. In particular, he looks at the impact of inflation as well as new government reforms on business and investment in the country.

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Peter Marber, Head of Emerging Market Investments at Loomis, Sayles & Co., provides his insight on emerging market economies in this latest article published by the Financial Times. Marber looks at the socio-economic progress of countries world-wide between 2003 and 2013 to understand the impact of globalization on the emerging markets.

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In July, Knowledge@Wharton interviewed Jacques deLisle, Director of East Asian Studies at the University of Pennsylvania and Ann Lee, Adjunct Professor of Economics and Finance at NYU to discuss the downfall of China’s stock market. The interview explores the causes of the downturn, why previous fixes did not work and what the Chinese government currently has planned to alleviate the issue and stimulate growth.

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In a recent blog entry, Mark Mobius examines the downturn in the Chinese stock market. Since mid-June, the domestic stock market in China has seen a 30% decline. In this article, Mobius provides the reader with insight into the causes of the downturn as well as how his team plans on investing in the region going forward.

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In his blog, Investment Adventures in Emerging Markets, Mark Mobius explores the development of emerging and frontier markets and their investment potential. In particular, he examines the economies of China, Japan, South Africa, Vietnam, Myanmar and Cuba.

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According to this recent blog entry written by Patricia Oey for Seeking Alpha, India based fund performance is up an average of 6% YTD. Business reforms and lower oil prices are contributing factors of the growth in the Indian economy (the IMF estimates a 6.4% growth rate for 2015). In examining the Indian marketplace, Oey looks at active and passive India equity funds.

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A rising US dollar has many benefits to the domestic economy (for example, purchasing imports has become a lot cheaper). However, a strengthening US dollar could be detrimental to some emerging economies. Writing for the New York Times’ The Upshot, Neil Irwin looks at the impact of a strong dollar on the global money supply and what it means for business owners in emerging markets who have taken on debt in US dollars to run their business.

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Eddie Chow, Senior Executive Vice President and Managing Direction of the Templeton Emerging Markets Group, is a recent guest contributor on Mark Mobius’ blog Investment Adventures in Emerging Markets.  In his article, Chow reflects upon the Chinese New Year and what it means for the Chinese economy. He considers several topics including the Shanghai-Hong Kong Connect Program and the government’s efforts to curb corruption.

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The drastic drop in the price of oil has been making news headlines of late. Whether this is good or bad for the global economy is the topic of much debate. Chris Giles of the Financial Times looks closely at the effect of lower oil prices on the world economy as well as the economic impact this will present on specific oil-producing nations.

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This article by Leslie Norton of Barron’s examines at the rise of the economies of Vietnam, Cambodia, Laos, Thailand and Myanmar – what Norton refers to as the “New China.” The article looks at how these countries are rapidly expanding their manufacturing industry and the pressure their development has put on the Chinese economy.

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