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Emerging Markets: Ugly Duckling or Swan?

19 May 2014

The late Sir John Templeton once said, “To buy when others are despondently selling and to sell when others are avidly buying requires the greatest fortitude and pays the greatest ultimate rewards.” Emerging markets have seen what could be described as despondent selling during the second half of 2013 and in early 2014. Investors may be wondering whether it’s time yet to buy—or to stay away. Stephen Dover, managing director and international CIO, Local Asset Management at Franklin Templeton, offers a reminder that even the hottest stock or market eventually cools and, as investors chasing performance pile in, they often wind up out in the cold. On the flip side, avoiding markets that may be out of favour today means missing out on potential gain tomorrow. For this and other reasons, Dover thinks it would be folly to ignore emerging markets, today’s ugly duckling, which he believes could be holding a future as a swan.

Is it time to sell and go away?

16 May 2014

Dave Mohr, Chief Investment Strategist for Old Mutual Wealth, an advice-led, wealth management business:

Foreign direct investment in Sub Saharan Africa on the rise - Report

15 May 2014

? FDI in Sub-Saharan Africa has increased by 4.7% in 2013 while it has declined in North Africa ? Intra-African investment on the rise ? Investors shift from extractive industries to consumer-related sectors ? Dramatic improvement in investor perception about the attractiveness of Africa but stubborn perception gap remains between investors already operating on the continent and those who are not