Skip to main content

Mark Mobius & Jim Rogers on Bloomberg

Bloomberg Television hosted interviews with well-known investors Mark Mobius and Jim Rogers last week, for a program series offering a preview of investment themes for the coming year.

Templeton fund exec, Mark Mobius told Bloomberg that he is happily buying emerging market shares, as 2008's sliding global share markets have uncovered "tremendous bargains" in a variety of emerging market sectors.

Although money outflows from mutual funds have been pronounced this year, Mobius feels that attractive dividend yields and valuations for emerging market shares will compel investors to put their sidelined money (currently in Treasuries and the like) back to work here in 2009.

Interestingly, Mobius is rather bullish on commodities and resource-based economies longer-term, noting that stock markets will lead and signal any future economic recoveries in BRIC countries. He feels that commodity supply stocks are currently being run down, and user inventories will eventually fall short, leading to rising commodity prices over time.

Speaking of commodities, Jim Rogers also spoke with Bloomberg TV for their "First Word 2009" program where he, like Mobius, offered his views on the world economy and important investment themes for the coming years.

Rogers is still long-term bullish on commodity prices, echoing Mobius' points on the coming supply shortfalls for much-needed resources.

Even when factoring in the gloomy economic forecasts for 2009 on, he feels that commodities can easily hold their own in times of inflation or depression, pointing to the 1930s and 1970s as two such periods of commodity strength.

Enjoy the interviews, and tell us what you see for 2009.

Related articles and posts:

1. Mark Mobius Q&A: Emerging Markets (2007) - Finance Trends.

2. Jim Rogers on Bloomberg "Night Talk" - Finance Trends.

Popular posts from this blog

The Dot-Com Bubble in 1 Chart: InfoSpace

With all the recent talk of a new bubble in the making, thanks in part to the Yellen Fed's continued easy money stance , I thought it'd be instructive to revisit our previous stock market bubble - in one quick chart. So here's what a real stock market bubble looks like.  Here's what a bubble *really* looks like. InfoSpace in 1999-2001. $QQQ $BCOR pic.twitter.com/xjsMk433H7 — David Shvartsman (@FinanceTrends) February 24, 2015   For those of you who are a little too young to recall it, this is a chart of InfoSpace at the height of the Nasdaq dot-com bubble in 1999-2001. This fallen angel soared to fantastic heights only to plummet back down to earth as the bubble, and InfoSpace's shady business plan , turned to rubble. As detailed in our post, " Round trip stocks: Momentum booms and busts ", InfoSpace rocketed from under $100 a share to over $1,300 a share in less than six months.  In a pattern common to many parabolic shooting stars, the s

Jesse Livermore: How to Trade in Stocks (1940 Ed. E-book)

If you've been around markets for any length of time, you've probably heard of 20th century supertrader, Jesse Livermore . Today we're highlighting his rare 1940 work, How to Trade in Stocks (ebook, pdf). But first, a brief overview of Livermore's life and trading career (bio from Jesse Livermore's Wikipedia entry). "During his lifetime, Livermore gained and lost several multi-million dollar fortunes. Most notably, he was worth $3 million and $100 million after the 1907 and 1929 market crashes, respectively. He subsequently lost both fortunes. Apart from his success as a securities speculator, Livermore left traders a working philosophy for trading securities that emphasizes increasing the size of one's position as it goes in the right direction and cutting losses quickly. Ironically, Livermore sometimes did not follow his rules strictly. He claimed that lack of adherence to his own rules was the main reason for his losses after making his 1907 and

New! Finance Trends now at FinanceTrendsLetter.com

Update for our readers: Finance Trends has a new URL!  Please bookmark our new web address at Financetrendsletter.com Readers sticking with RSS updates should point your feed readers to our new Finance Trends feedburner .   Thank you to all of our loyal readers who have been with us since the early days. Exciting stuff to come in the weeks ahead! As a quick reminder, you can subscribe to our free email list to receive the Finance Trends Newsletter . You'll receive email updates about once every 4-8 weeks (about 2-3 times per quarter).  Stay up to date with our real-time insights and updates on Twitter .