Merci. Investigating it as a passive growth some income idea. But it seems on a tear atm. |
If you click on the "Financials" tab at the top of this page and scroll down, you'll get the dividend history. |
Thanks jonwig. Very useful to be getting on with. I will do some further research on their dividend record and whether there's any consistent progression. |
Can any TEM experts here please help me with the dividend policy... What exactly is it and on what basis, please? |
I've been playing a bit of market timing here which fortunately lowered my average purchase prices. Some spare cash also in today to my largest holding so far. Sp not really reacted to Taiwan Semi which is up going on 50% in a month and a 10% holding here. |
Has a small amount this afternoon. |
I've got this on a 2020 watchlist. |
 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 “pushback̶1; he hears about why people can’t invest in China. Kevin addresses some of the arguments he hears for not investing in China, including made up numbers and communism and explains why he doesn’t think there is a lot of merit to those arguments.
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. |
Looking good here |
ex div today ; 15p final |
Templeton (TEM) Earnings-Reaction to Keep an Eye |
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. |
another change at the top ;; Mr. Carlos Hardenberg now leaving , will need to keep an eye on things to see how the fund performs .. |
Good write-up in yesterday's Times. |
Sterling going up, Probably. |
Can anyone account for the share price drop in early december? |
Up 15p yesterday and 1.5p today so far.
£8 next? |
Getting closer to that now, 788/789p now. |
Big outflows in August Don from UK funds to Europe and Emerging Markets. I think the markets themselves have also been performing strongly. The discount to NAV always seems to be about £1 so perhaps this is just tracking the share price upwards. I have been in since 670p and am buying incrementally as it moves up. We should see 800p when the NAV moves up again. |
Up another 10p today, anyone know why? |
And up 11p. Today. |
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