We're very bullish on emerging markets right now because of valuations, ... Valuations are so reasonable it makes sense to put money in.
Mark Mobius
Related
Valuations in European equity markets are looking stretched.
BOB PARKER You had a lot of foreign deals come to the United States because the valuations on the Nasdaq are pr...
JEFFREY HIRSCHKORN I don't think it's inappropriate for Amazon or eBay to have higher valuations than other retailers, ...
ADAM ADELMAN It doesn't take a lot of money moving into these stocks to move them higher. But valuations will put...
DAVID JOY I'm still very bullish on emerging markets. There's an emerging middle class. They're a ...
MIKE DUKE We knew it was going to be a rocky opening after yesterday's earnings reports but I think it was a v...
MARC KLEE We encourage investors not to sell the brokers on the news this quarter, as visibility is good leadi...
CHRIS MEYER Valuations are cheap relative to region.
HARRY SU Right now techs are trading a lot on short-term sentiment and momentum and it seems like valuations ...
ADAM ADELMAN All of these things are going to converge, forcing strategists to raise estimates for this year and ...
STANLEY NABI We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because...
MICHAEL DAVIES We continue to be fully invested. Valuations remain reasonable. The number of bids shows investors t...
EMMANUEL SOUPRE There is certainly not a lot of inducement to buy (stocks) right now. It does look a little bit tire...
JULIE BROUGH Many so-called emerging markets have long since emerged. Russia now has an investment-grade credit r...
BILL GROSS I think what you want to do is also focus on companies that are making the transition from old econo...
COURTNEY SMITH A lot of the domestic-demand stocks, which have been our focus, are at elevated valuations now.
MALCOLM WOOD Oil is down significantly, stocks are basically flat and bond investors are looking at overall valua...
DON KOWALCHIK The reason companies want to go public now is that (luxury good stocks) are at record high valuation...
CLAIRE KENT If you want to invest in emerging markets, invest in a good manager. Although emerging market funds ...
BRIDGET HUGHES Technology is very interesting, particularly the large caps, because valuations are said to be at 5 ...
STEPHEN SACHS It's a positive environment for Canadian stocks right now. We seem to be going into an extended cycl...
GREG ECKEL Uncertainly always pressures valuations,
ED SNYDER The valuations of newspaper stocks have become exceptionally attractive because the outlook on these...
WENDELL PERKINS We continue to maintain a bullish stance towards European stocks for 2006. The combination of still ...
IAN SCOTT Folks are concerned that we need very impressive growth and earnings in order to justify the valuati...
CHARLIE CRANE Equity valuations are still appealing. We think investors are too cautious.
DARREN BROOKS Valuations are very high for the current economic climate or indeed even a prosperous climate. So it...
TOM HOUGAARD Attractive valuations and convergence with the United States should continue to attract money flows ...
CARLOS PEYRELONGUE Cyclical sectors are at high valuations, justifying a more defensive stance.
ALEXANDER YOUNG We've had a fantastic run. The fundamentals are improving, but maybe not at the right level for the ...
BRIAN ALEXANDER M&A in the UK is not just focussed on a couple of sectors, it is across the board -- that tells you ...
ROBERT PARKES The cheerleaders talk about the economy growing, but the economy grew at 7 percent from 1966 to 1982...
JEFFREY SAUT Looking back, there was a huge bubble. We don't have anything like those extreme valuations now.
GEOFF LEWIS With scandal-ridden capital markets, a mediocre recovery and still high valuations, a lengthy bottom...
CHARLES PRADILLA Large pharmaceutical companies have grossly bid up valuations.
JON FISHER Deals still get done, but at lower valuations.
ARUN KUMAR This dark cloud of high expectations has weighed on the stocks and valuations reflect high expectati...
ALEX VALLECILLO Though it is very easy to do valuations, eyeballs and brand prominence surveys, you should never all...
ASHWIN SANGHI In the 1990s, Russian stocks traded at low valuations because everyone was worried about being robbe...
MARTIN TAYLOR The amount of money and of legal energy being given to prosecute hundreds of thousands of Americans ...
WILLIAM F. BUCKLEY JR. Emerging markets are on everybody's mind. But one must keep in mind that there is quite a diversity ...
ADRIAN NEMCEK Valuations are not cheap, that's what worries me. But it probably will get more expensive before it ...
RAJAT JAIN H-shares with high valuations saw profit taking today.
ANTONY MAK The increases in Fayette County valuations are due to new construction, home improvements and the ov...
JOE FLORES The concern is that there will be less money available to stocks in emerging markets.
ANDRE CASTRO If our outlook is correct, very rich valuations for the best tech stocks will persist, ... Maybe for...
JEFFREY APPLEGATE Everything is going to be down. It's by implication, it affects valuations and investor appetite.
JOE LOCKE That is a factor that has helped sentiment today. Canada is a prime target for many overseas buyers ...
ELVIS PICARDO Valuations of stocks are still reasonably attractive. People are still of the view the rate increase...
DOUGLAS WRIGHT I think what's happening is a lot of these emerging markets have matured, so a lot of speculative mo...
JOE PORTERA Mergers and acquisitions will continue to be a major driver for the next 12 months. There is a lot o...
GILES KEATING More often than not, these deals go through at agreed-to valuations.
PETER JACOBSON It is a very high goal which, with our weak powers, we can reach only very inadequately, but which g...
ALBERT EINSTEIN The tech market was a speculators' market back then. It was a difficult environment to invest in. Fl...
JAMES MORROW These markets used to be twice the size that they are now. Right now, for some of these markets, it'...
FRANK HAAS This should preclude valuations from retesting previous troughs of this year, making the stocks very...
BRETT HODESS Studies have found companies with smaller boards tend to have higher stock valuations.
ANDREW METRICK Warren is obviously a very long-term thinker. The economy recovery, whether it's first-quarter, seco...
BILL NYGREN We've been very successful in our acquisition strategy, but it should be no surprise to anyone that ...
MACKEY MCDONALD I think it's a healthy correction, some valuations got a little high.
HENRY CHAN If you buy selective, high-quality equities in emerging markets, you'll make money over two years,
DAVID HALE I think there are a lot of companies that are staying private longer. Much more of their growth is h...
DAVID SZE The outlook for global emerging markets is very positive. The fundamentals have never been so strong...
JOANNE IRVINE They put me in the outfield last year, and it totally makes sense now.
JAMES JURRIES We think the odds are that a recovery is under way but we don't think it will be a terribly strong r...
JAMIE SANDISON While we haven't seen valuations drop to levels to justify a 'valuation call,' our comprehensive mod...
BYRON WALKER Money will flow to where there are solid returns on capital. There are great opportunities in Easter...
FRANK HOLMES It's going to have to reach a point sometime in the future when the earnings aren't going to justify...
MICHAEL DRISCOLL We are aware of the demonstrations. Obviously this is a very important issue to a lot of Californian...
HOWARD GANTMAN So emerging markets continue to trade at a discount of around 20 percent to developed markets, while...
JULIAN THOMPSON H-share valuations are quite expensive and heavy profit taking will continue ahead of earnings annou...
ANTONY MAK Previously Korea has been one of the leveraged plays on global industrial activity. So, when people ...
HENRY CHAN We are due a period of slight relief. (But) we always have to come back to the question of valuation...
EDWARD MENASHY We're not overly concerned about the U.S.-related shares. There's enough earnings growth and valuati...
BRIAN INGHAM I wouldn't put my retirement money on the line for something like this, ... It is a very difficult e...
DARRYL JENKINS Valuations are getting near the high end of the range, but I think there's a fair amount of upside s...
DENNIS FORST Stocks now become more attractive than bonds and companies will have easier and cheaper access to fu...
YAREK ARANOWICZ We are very bullish on our growth prospects in India,
CHARLES PRINCE So we have European agricultural policy financing an exporter that makes a product only for export, ...
JOSE BOVE Some competitive keyword ad buys currently being made will be eliminated because the competitors (or...
ERIC GOLDMAN I think investors are somewhat confused, we're getting all kinds of conflicting signals from bonds a...
DOUG PORTER Sentiment is still very bullish. There is tension in the Middle East, and oil prices are rising beca...
JAMES MOORE We are very bullish on the industry.
JACQUES PORTA Drug companies are being hit by the Merck trial. But since their valuations are still cheap, we migh...
AL GOLDMAN The highest principles for our aspirations and judgements are given to us in the Jewish-Christian re...
ALBERT EINSTEIN We are inclined to believe that the rise in U.S. small- capitalization stocks has gone beyond the po...
GORDON FOWLER It was a year when there were some challenges to deal with and we were particularly pleased with pro...
DOUGLAS FLINT We are focused on suburbs that are growing, under-penetrated urban areas and emerging small markets.
FRANK BLAKE Valuations are getting stretched, especially in the technology sector. There may be some recovery in...
CHUCK CARLSON Who knows when and exactly what the catalyst is going to be. End demand is not as strong as what som...
ANDREW GALLIGAN We do intend on holding industrial events in emerging markets like the 'brick' nations: China, India...
BETH BLAKE Chrysler Group believes it's only fair that we take the fight to our global competitors in markets w...
JOE EBERHARDT We are actually quite nervous that in some of these sub-categories, valuations are jumping back up t...
MICHAEL GREELY Valuations remain a little stretched, and we could see some further weakness into the early part of ...
ADAM ADELMAN It is not entirely a surprise that the deal fell apart. Valuations in the sector have fallen dramati...
CRAIG MOFFETT The new bid competitively pushes into the range (of independent valuations) without breaking the bac...
GEORGE CLAPHAM The fall in freight rates is dragging down their bottom lines. Nonetheless, their stocks' low valuat...
HAJIME YAGI The same considerations apply to homeowners. All else being equal, interest rates are higher now tha...
DONALD KOHN More and more investors are comfortable with emerging markets.
MICHAEL GOMEZ What has happened over the past several months is valuations have come down a lot to where we think ...
EDWARD KEON
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