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Have Emerging Markets Gotten Oversold ? By Mark Mobius !!!
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 7:29 pm
โดย แงซาย
บทความที่ให้มุมมองดีๆกับตลาดหุ้นไทยและemerging market ครับ .......
http://mobius.blog.franklintempleton.co ... -oversold/
Re: Have Emerging Markets Gotten Oversold ? By Mark Mobius
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 7:36 pm
โดย แงซาย
emerging markets in general have three attractive characteristics, which haven’t changed from what I see.
First, their growth rates have generally remained well in excess of those for developed markets. Overall, emerging markets are forecast to grow about five times faster than developed markets in 2013, with the IMF forecasting average GDP growth of 5.0% for emerging markets, compared to just 1.2% for developed markets4.
Second, emerging markets generally have large and growing foreign exchange reserves, which are far greater than that of developed markets. Moreover, unlike developed markets, many emerging and frontier markets still appear to have ample room for fiscal and monetary stimulus. Although weak growth in developed markets could be transmitted to emerging markets, notably through declines in world trade, this influence could continue to be offset in emerging markets by higher investment spending and increased domestic demand.
Third, the debt level of many emerging markets in relation to their GDP is generally much lower than that of many developed markets.
Re: Have Emerging Markets Gotten Oversold ? By Mark Mobius
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 7:41 pm
โดย แงซาย
You can see the merit of buying during these downturns and holding on for the potential recovery. Today, we believe there is great potential for Thailand, which we feel could be on the cusp of a growth spurt, with, of course, corrections along the way.
Re: Have Emerging Markets Gotten Oversold ? By Mark Mobius
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 7:46 pm
โดย วรันศ์ บัฟเฟต
แงซาย เขียน:
First, their growth rates have generally remained well in excess of those for developed markets. Overall, emerging markets are forecast to grow about five times faster than developed markets in 2013, with the IMF forecasting average GDP growth of 5.0% for emerging markets, compared to just 1.2% for developed markets4.
The only problem is.. Thailand is not gonna see 5% kub let alone 4%
Re: Have Emerging Markets Gotten Oversold ? By Mark Mobius
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 7:50 pm
โดย แงซาย
วรันศ์ บัฟเฟต เขียน:แงซาย เขียน:
First, their growth rates have generally remained well in excess of those for developed markets. Overall, emerging markets are forecast to grow about five times faster than developed markets in 2013, with the IMF forecasting average GDP growth of 5.0% for emerging markets, compared to just 1.2% for developed markets4.
The only problem is.. Thailand is not gonna see 5% kub let alone 4%
4% ของไทย ก็ยัง 3.5 เท่าของ developed market ครับ .......
Re: Have Emerging Markets Gotten Oversold ? By Mark Mobius
โพสต์แล้ว: จันทร์ ก.ย. 09, 2013 10:31 pm
โดย แงซาย
Developing nations cover 77% of the world’s land area and represent 85% of the world’s population. There are now 3.9 billion “middle class” people in the world today. And thanks to emerging market growth, that number is likely to double over the next 20 years.
As The Wall Street Journal reported recently:
“In the next 24 hours, approximately 180,000 people in developing countries will be moving from the countryside to cities such as Shanghai, Sao Paulo, and Johannesburg. The same will happen tomorrow and every day thereafter for the next 30 years, the equivalent of creating one new New York City every two months. These men and women will need everything, electricity, water, food, health care, shelter, schools, computers and, of course, jobs.”
http://www.marketoracle.co.uk/Article42187.html