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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Templeton Emerging Markets Investment Trust Plc | TEM | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.20 | 0.13% | 159.60 | 16:24:26 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 158.60 | 158.60 | 160.40 | 159.60 | 159.40 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
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Posted at 29/12/2019 22:57 by steve3sandal Hopefully I am not alone here. I bought a few here in November as I wanted to initiate an EM position beyond MYI. I was well taken by a Podcast with Meb Faber, no connection except I can’t miss an episode. The interview with Kevin Carter was instructive to me and I had a good look at his ETF. Didn’t buy but I liked the investment approach to stockpicking. Further I see a considerable overlap with TEM and a 10% discount plus good liquidity. Will be a long term hold and I’ll top up on discount widening and poor noise! Men and Kevin show notes below. My other lead was the GMO position on EM v US going into 2020. Meb also interviewed GMO s Ben Inker and clearly everything fell into place for my purchase. No recommendations may be implied. DYOR.In episode 187 we welcome our guest, Kevin Carter. Meb and Kevin start the conversation with some background on Kevin’s career, getting to know Burton Malkiel, and launching EMQQ. Kevin offers some of his thoughts on investing in China, including his initial thoughts about the prominence of state owned enterprises. Kevin mentions that a key component to investing in emerging markets is that it’s about the consumer. He notes that emerging and frontier markets are 85% of the world’s people and almost 90% of the people under the age of 30, the GDP of those people are still growing twice as fast as the rest of the world, and their incomes are growing. Kevin discusses that once he figured out that the indexes that were available to invest in these markets were allocated relatively heavily to the legacy, inefficient, state owned enterprise portion of economies, he got to work on building indexes that were more targeted to capture emerging market growth. Meb and Kevin then discuss the reality of emerging market allocations for most investors today, and talk about the current weights of emerging market indexes and the implications for investors. Kevin gets into launching and running EMQQ, and how the index is constructed. He follows with a discussion on emerging market internet company valuations and the current pace of revenue growth. Meb then poses what he thinks is some of the most common “pushback̶ As the conversation winds down, Kevin covers his thoughts on India, which he thinks is a particularly interesting opportunity from the standpoint of population size and growth. All this and more in episode 187, including Kevin’s most memorable investment. |
Posted at 02/2/2018 18:49 by dondee This has been a great IT share this last year or two, onwards and upwards. For what it is worth, I believe the emerging markets, Asia and Europe are where investors money needs to be at present and in the short to medium term. |
Posted at 10/4/2015 12:36 by davebowler Westhouse;Based on the NAV performance of UEM, over the last five years, we believe that it deserves to be part of a core portfolio for investors not just looking at emerging markets but global markets as well. The fund has persistently traded at a discount despite superior performance vis-à-vis its peer group, which we believe is unwarranted. Given the performance differential over the last five years, we would recommend a partial switch from Templeton Emerging Markets (TEM) into Utilico Emerging Markets, even if UEM was trading at parity and TEM was trading at a 12.7% discount. UEM is trading at a 9% discount and the annualised outperformance that UEM has achieved vs. TEM over the last five years is 9.2%, which supports our view that investors should switch into/buy UEM. |
Posted at 30/6/2014 13:10 by frreeves This got an ambiguously positive write up in the Investors Chronicle last week and kis positive today MondayDoes any one else think this a good time for a long term buy and Thank you |
Posted at 15/2/2011 09:46 by gateside MARKET VOLATILITY AND OUTLOOK Emerging economies continued to report strong economic growth in the period from 1 October 2010 to 31 December 2010. However, markets experienced a temporary period of heightened volatility in November as concerns of a wider debt crisis in the Euro zone resurfaced and North Korea and South Korea engaged in border skirmishes, sparking off a fresh round of tensions on the Korean Peninsula. The falls in equity prices were short-lived as investors focused on the long-term opportunities and prospects. Between 30 September 2010 and 31 December 2010, the net asset value of the Company increased by 6.5% to 710.3 pence. Templeton Asset Management Limited, the Investment Manager of the company's portfolio, however, continues to see emerging markets benefiting from relatively good growth prospects, attractive valuations and solid fundamentals and will continue to monitor the markets for favourable investment opportunities. |
Posted at 28/12/2010 09:20 by gateside Questor share tip: Templeton Emerging Markets still a buyEmerging market funds were some of the hardest hit by the financial crisis as frightened investors repatriated their cash. This also meant that these markets have recovered more rapidly than Western markets. Questor says buy. The next billion consumers will be found in these countries and economic growth in places such as Brazil, China and India will continue to charge ahead. Western investors seeking elusive growth continue to pour money into these markets. Figures released last week by the Investment Management Association (IMA) showed that the global emerging markets sector was the best-selling IMA sector in October, with net retail sales of £336m. This was the highest monthly sales on record. For the second month running, the lowest-selling fund sector over the month was the UK all-companies sector, which saw a net outflow of £239m. Fears about emerging markets overheating have once again returned. Inflationary pressures are a real concern, as they can easily stifle growth. This is probably the greatest threat to these markets in 2011. However, Questor is an investor and not a trader. The long-term prospects for these markets are very sound, despite their volatile nature. The markets are likely to continue to grow. The Templeton Emerging Markets fund released its half-year report last week. The fund's net asset value reached a record high in the period. Although there was a note of caution on global prospects, the investment manager's outlook statement was upbeat. It continues to believe that "growth in emerging markets will be sustainable and that opportunities will exist to find undervalued stocks across the globe". The fund's largest holding is in Chinese car-maker Brilliance, at 6.2pc of the fund, followed by Brazilian bank Itau Unibanco, at 6pc, and mining giant Vale at 5.9pc. The trust was first recommended on January 5 last year at 284p and the shares are up 132pc, compared with a FTSE 100 up 27pc. The fund remains a core buy for any investment portfolio. |
Posted at 04/2/2010 14:02 by porsche boxster Thanks, carterit.Guess I'm a traditional kind of investor who prefers to hold the units long rather than taking positions on ETFs/spreads. Appreciate your thoughts though. PB |
Posted at 26/1/2010 10:42 by restassured Daily Telegraph todayTempleton Emerging Markets 502.5p, +2p Questor says BUY Are emerging markets in a bubble or not? This is the debate that has been raging for a couple of months now. Although there is the chance that a bubble may emerge, Questor feels we are not there yet and Citigroup agrees. "Asset price gains in emerging markets have been particularly strong recently, although we're not convinced that it's right to talk about bubbles just yet," according to economist David Lubin. "There is little to suggest that the price appreciation we've seen in emerging equity markets exhibits the kind of characteristics seen in previous equity market bubbles," he added However, this does not mean it is all plain sailing. By their nature, emerging markets are volatile and risky. There is a valuation risk once stimulus packages are withdrawn later this year. Valuations are also likely to be supported by a wave of money as investors continue to releverage into risk positions. Some commentators have suggested selling part of their holdings and running with the rest of the investment. This is a perfect strategy for cautious investors. However, for now Questor is comfortable maintaining a buy stance on Templeton Emerging Markets Investment Trust, which was recommended on January 5 last year and is up 78pc compared with a market up 16pc. As of January 22 the funds net asset value stood at 542.97p. |
Posted at 25/1/2010 11:24 by dasv RNS Number : 9850F Templeton Emerging Markets IT PLC 22 January 2010 ? Templeton Emerging Markets Investment Trust PLC Quarterly Portfolio Insight Three months to 31 December 2009 Summary of investment objective The Company seeks long-term capital appreciation through investment in companies operating in emerging markets or whose stocks are listed on the stock markets of such countries. Company characteristics (31/12/09) Fund launch date 12/06/1989 Benchmark MSCI Emerging Markets Index (in GBP) Lead manager Mark Mobius Total Net Assets GBP1.84b Market Capitalisation GBP1.73b Gearing 100.0% TER 1.36% Pricing information (31/12/09) NAV (Cum-Income) 557.5p Share price 524.0p Discount to NAV (Cum-Income) 6.0% Current Yield (net) 1.1% Pricing information (Cum-income--12 months to 31/12/09) Highest NAV 561.1p Lowest NAV 264.0p Highest share price 527.0p Lowest share price 235.8p For the most up-to-date information, please visit www.temit.co.uk. Market Overview (All figures are based in sterling) * During 2009, emerging markets experienced a surge after significant falls in 2008. This was a result of many factors, most significantly, the rapid increase in money supply and liquidity supplied by governments to prevent an economic depression. In sterling terms, the MSCI Emerging Markets Index returned 59% in 2009, leading to a huge influx of funds into emerging markets. In the first 11 months of 2009, emerging markets recorded nearly US$75 billion in net inflows, about 40% more than the record high in 2007. * That is not to say that there haven't been some anxieties. A recent temporary setback was the announcement by Dubai World of a six-month debt payment standstill. Markets rebounded quickly after neighbouring Abu Dhabi provided funds to help repay debts. In general, as long as global money supply continues its upward trend, we believe the bullish sentiment in emerging markets can be sustained. * We could see more money being directed into emerging markets in the next 10 years as investors realise that they can buy good value at reasonable prices. Rapid developments in emerging markets should allow markets such as China, Brazil, Russia and India to become some of the world's most important and influential countries. Investment Outlook Our outlook for 2010 is optimistic. We believe that emerging markets are in a secular bull trend and the general direction of emerging markets is positive. Many countries have already returned to growth and we expect that growth to continue. However, volatility is still with us. Risks, such as the inability of governments to control the derivatives markets, loss of confidence, over or poor regulation, adoption of protectionist measures and abandonment of the market economy philosophy do exist. Therefore, we must pay attention to valuations and long-term earnings growth prospects in order to avoid buying or holding expensive stocks. Current valuations are below the five-year high valuations and are not excessive. We keep in mind that every bull market will have corrections and with the active developments in derivatives, those corrections can be large. Our optimism for emerging markets is founded on: (1) growing investor confidence in equities, (2) strong fund inflows, (3) the search for higher returns in the face of low interest rates, (4) relatively higher GDP growth, (5) the accumulation of foreign exchange reserves, (6) relatively lower debt levels, and (7) the high level of money supply globally. We believe all of these factors make emerging markets attractive to investors. |
Posted at 15/10/2009 15:03 by iomhere I can't see the relevance of charting to an internationally invested investment trust. Its share price is related to its nav and so, in turn, to its underlying investments and their home markets. It's true that the discount/premium varies but if a chart indicated a sell then most value investors would in normal circumstances be pleased to pick up some of the shares a chartist might be selling. |
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