Templeton Emerging Marke... Share Discussion Threads

[dondee] 29/9/2017 11:49

Still nudging back up towards £7.50p.

[arja] 18/8/2017 16:36

not sure why REM eventually rose today as such a bad day in markets ?

[mach100] 27/7/2017 23:13

About a £1 under NAV. I think it is bubbling under and can narrow the discount.

[dondee] 25/7/2017 09:05

Still motoring on, now around £7.20p.

[dondee] 19/7/2017 18:26

Up today by 8.5p, now at 713.5p. Luvlyjubly.

[arja] 10/11/2016 15:20

i thought that pjw but TEM hit today and mining stocks carrying the market .

[pjw956] 09/11/2016 18:25

uk, europe and usa has recovered but all far east markets closed way down this morning before the bounce back ..... so if those markets bounce back tonight then TEM should recover some / all of todays loss....far east markets are always behind the curve. there is still the concern that if US increases their interest rates in december then money will flow out of emerging markets and back to usa .... we will see

[arja] 09/11/2016 13:51

not sure why the big fall today as market has recovered and NAV has not gone down ?

[dondee] 07/11/2016 21:38

Up 18.5p today.

[luckymouse] 14/8/2016 16:14

beautiful smooth chart

[chester] 04/7/2016 13:47

Yes, nice.

[dondee] 01/7/2016 13:14

Up 40-50p this last week or so. Loverly juberly.

[dondee] 17/12/2015 14:29

Up 10.5p today.

[davebowler] 10/4/2015 12:36

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.

[jimbo55] 11/3/2015 12:39

Since my last post, the "Line 2" I referred to has been convincingly breached in my opinion and the US Dollar Index (DXY) looks to be on a tear. It may even breach 100, which is a big round number I'd expect every Forex trading bot on the planet to pick up on.

The strengthening USD is not good for Emerging Markets. The BIS estimate there to be some USD 7 - 9 trillion carry trades loose in the World, and some of the participants still in those trades must now be starting to get twitchy. A not insignificant proportion of those funds will have found their way into markets in the Far East.

Anybody thinking about buying TEM right now should be keeping a watchful eye on the DXY. The stronger it becomes, the more likely we are to find out who's been swimming naked with USD-based leverage in Emerging Markets:



Personally, I'd stay well away for the time being. It looks like the 100 day EMA on TEM is about to breach the 200 day EMA to the downside, and this is never a good sign on the chart technical front alone.

[jimbo55] 06/3/2015 13:26

Based on this chart:



... and this one:

hxxp://www.seeitmarket.com/wp-content/uploads/2015/01/us-dollar-strength-percent-above-200-day-moving-average.jpg

... and a few other little factors such as the following, which bear added significance if "Line 2" in the above chart is convincingly breached this year:



... now is NOT the time to be considering a re-investment in TEM.

[irenekent] 06/3/2015 10:57

Now is the time I think to be considering re-investment in TEM.

[frreeves] 30/6/2014 13:10

This got an ambiguously positive write up in the Investors Chronicle last week and kis positive today Monday
Does any one else think this a good time for a long term buy and Thank you

[gateside] 06/2/2014 15:44

Finally looking a lot stronger today

[gateside] 30/1/2014 16:17

11% discount to NAV

Looking fairly cheap for the long term holder, once all the EM storm has blown over

[dondee] 18/9/2013 15:47

Anyone know why TEM jumped 9.5p yesterday?

[dondee] 18/9/2013 15:47

Anyone know why TEM jumped 9.5p yesterday?

[1nf3rn0] 11/6/2013 19:35

Bought some of these today for the first time in a number of years. It's below it's average trading price of the last 3 years which I'm confident will be seen as a bargain in another 3 years.