Templeton Emerging Marke... Share Discussion Threads

[gateside] 15/2/2011 09:46

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.

[dondee] 04/1/2011 13:05

Up 60p today-yipee!

[gateside] 28/12/2010 09:20

Questor share tip: Templeton Emerging Markets still a buy

Emerging 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.

[nellie1973] 08/12/2010 16:23

Tipped in press today

[babylon3] 06/10/2010 15:23

Lovegod - this might help!

[babylon3] 01/10/2010 14:15

flying at the mo.

[hoggetwood] 28/9/2010 07:37

7.6% as of 31st August

[lovegod] 28/9/2010 07:17

anyone know whar percentage is invested in Turkey ?

[hoggetwood] 27/9/2010 11:55

Don't want to come across as smug, but I regard TEM, SST and one or two others as 'value investments', which may be blown off course temporarily by crises in Western economies, but will come back strongly. I've absolutely no idea if or when another dip will come, and am expecting to hold TEM through any such dip (buying more if brave enough), unless the fundamentals start to look dodgy.

[traderabc] 27/9/2010 11:02

I feel very wrong, I bailed out of this one far too early. September proved to be a very good month, unusual but it has undoubtedly happened. Personally I feel that the higher the indexes go the more bearish I get, double dip seems inevitable, but it's all a question of timing, perhaps the next crash is still some time away, western economies are still in a terrible state, it's a mystery to me why these markets are so strong, especially at this time of year.

[hoggetwood] 21/9/2010 08:49

Traderabc (223) Prediction half right - and the right half!

[babylon3] 20/9/2010 15:39

Director buying....

[lollipop3] 19/9/2010 20:44

Tipped in the Sunday Telegraph today,wish i had some more cash

[traderabc] 01/9/2010 08:52

Range narrowing, this ought to breakout, probably to the downside as September is usually a bad month.

[iantrader2] 20/8/2010 12:02

opened £12 point on tem and FTSE100 £2 short

[babylon3] 22/7/2010 13:40

Having said that just bought some more...

[babylon3] 13/7/2010 14:12

RICA, RCP....

[iksur] 12/7/2010 17:00

Anyone know of a better investment trust than TEM?

[restassured] 21/6/2010 15:14

Always difficult to double when the share price falls heavily.I am pleased I just sat tight though.

[lollipop3] 09/6/2010 12:42

Tipped in the Telegraph again today.

[restassured] 09/4/2010 12:58

Looks like we are going into a new big figure :-)