Templeton Emerging Marke... Share Discussion Threads

[stillbroke] 08/11/2005 12:02

It's no longer necessary to hold one of the Alliance Trusts to use their savings scheme, SIPP or ISA.

[ben gunn] 08/11/2005 11:19

cottlet
To purchase through a regular monthly savings scheme go to franklintempleton.co.uk and obtain an application form to print and fill it in- min. is £50 a month I think.Brokers dont tell you about this because it cuts them out from initial and annual fees (No advice implied).
Alternatively Alliance trust allows you, if you hold a few of their investment trusts, to use an excellent on-line Investment Trust self select account which probably allows you to do monthly savings into the self select pot.
Alliance charge a lot less than a broker for this service.

[stillbroke] 09/10/2005 11:14

It's a global emerging market tracker so will depend on what direction the markets take. Long-term uptrend still intact. Discount (12.2%) wider than competitors JMG (8.5%), ADD (9.1%) and FCT (8.9%). Discount has been in a 9-17% range for past 12/12. Barring a major sell off in global markets (rather than a healthy correction) I don't see it going beyond that. I hold in SIPP and don't trade it.

[hectorp] 09/10/2005 11:01

Its had a great run- I cant see it continuing in this way.
Time for a 20-30 p further consolidation down, before reinvesting -
if you were to ask me, I am not giving advice of course.

[raxzi] 09/10/2005 10:57

sp down, nav continues to climb. any views?

[cottlet] 09/8/2005 12:37

Sir Ulrich, Sir, How do you purchase through a savings scheme?

[johnwwwilkinson] 23/6/2005 16:59

click here for

[johnwwwilkinson] 23/6/2005 16:53

200 up tomorrow? Next week maybe. Next month for sure (barring accidents).

[johnwwwilkinson] 02/5/2005 10:38

Mobius bearish on IT, pharma sectors
--------------------------------------------------------------------------------

NDTV Correspondent

Monday, May 2, 2005 (Mumbai):


Mark Mobius, Managing Director of Templeton Asset Management, today said the emerging markets may face pressure if the US treasury rates go up.

Asserting that the hike in the US interest rates was not a bearish signal, he added that the spread between emerging and US markets bond rates would be crucial.

Mobius said Templeton is underweight on India compared to other emerging markets but they would increase their holdings if the Indian markets correct further.

The Indian government should increase fuel prices, Mobius said, to keep inflation in control.

Bearish on IT, pharma

Speaking on the Indian stock markets, Mobius said IT and pharma stocks look expensive at the present juncture.

Instead, he said he would look at FMCG firms as he expects the consumer market to grow.

Mobius said HLL and Tata Tea were his picks among the FMCG stocks.

The Hong Kong-based emerging markets fund manager said oil and gas stocks are not going to see much correction. He said his fund is invested in HPCL.

Consumer banking

Taking a contrarian call, Mobius said the consumer banking segment looks interesting to his firm.

However, he said the limitations on foreign investment in banks works as a negative for the sector. But still he sounded upbeat because banks are foraying into the retail consumer segment.

On the commodities side, Mobius said he expects steel prices to move down but not in a dramatic fashion. Steel prices will settle at a new plateau, he said.

The Indian auto stocks are overpriced, according to Mobius.

[buying] 07/3/2005 17:41

Thanks for the info John. I believe this share is goining a lot higher, it's where the future is.

[johnwwwilkinson] 28/2/2005 21:14

Hectorp - This fund, and, in particular, the man who made it all happen, Dr. Mark Mobius, is regarded as one of the very best. Unfortunately, I sold out to finance a tranche of Corus, which, I hope, will see a significant breakout soon. I was, without doubt, somewhat premature in jumping ship, but still made a tidy profit.

For anyone looking to round their long-term portfolio to take advantage of the inevitable growth outperformance in emerging markets, then TEM should be on the short list. (IMHO - DYOR - click on the Trustnet link in the header above for starters).

I hope to get back in, possibly via a regular savings scheme, but currently 100% committed elsewhere.

[hectorp] 28/2/2005 19:02

Is this the best of the Emerging Market Fundds? I see that some countries could revalue their currencies eg Malaysia, Taiwan. THis could boost such a fund greatly.
I dont hold.

[buying] 07/2/2005 19:24

Johnwwwilkinson,
Thanks for all that info . We had a good day today.

[johnwwwilkinson] 05/2/2005 18:47

Cheers maywillow. You too:-)
Are you in this one?

[maywillow] 05/2/2005 09:56

jwww, you did well enough my son


enjoy your weekend

[buying] 03/2/2005 20:34

Emerging markets are the future and Templeton has a strong track record. The shares are performing strongly and this is a long term hold for me.

[johnwwwilkinson] 03/2/2005 18:31

Seems I slipped up selling when I did. Needed the cash for a Corus top-up and didn't want to miss the boat.

As it turned out, I could have waited and had the best of both worlds, but that's the way the cookie crumbles.

Good luck to all holders of TEM. If it breaks 175, could see 200. If it goes the other way and Corus comes up trumps, I'll be back.

[hectorp] 25/1/2005 19:23

This is the ONLY fund quoted in Britain which has full exposure to emerging markets. By now, Mobius will have to an extent, refocussed on the backyard of China - that is, Taiwan, Phillipines, Viet Nam, Thailand Korea Malaysia Indonesia etc.
THis has to be a long term core hold in any folio - unless of course, Chian gets Sars and everyone dies. One other worry could be Mobius, he could be about right for plasticisation. Who is groomed to take over?

H.

[buying] 03/12/2004 23:46

Thanks foryour reply

[sir ulrich] 03/12/2004 18:17

Been in this since the fund was launched buy every month through the savings scheme.will be in for at least the next ten years.Great potential here.

[buying] 03/12/2004 17:36

Emerging markets is a good place to be,look at the rate our manufacturing is moving to the far east and eastern europe and look at the amount of people that's going to be the consumers of tomorrow. This is a solid long term hold.

Anyone else own tese shares?