Présentation

Bonjour à tous ! Merci de vous arrêter un instant sur mon blog financier...
Vous pouvez y découvrir le suivi de mon portefeuille boursier, un portefeuille réel géré seul depuis 2006. Mes investissements pour le très long terme sont réalisés à travers une sélection de fonds de placement (aussi appelés OPCVM ou Sicav).
Pour consulter les lignes précises du portefeuille, allez dans les menus sur la colonne de droite, puis à la rubrique "Mon portefeuille".
En plus de vous tenir au courant de l'évolution de ce portefeuille, je serai amené à poster des commentaires sur mes idées du moment, des articles que je trouve intéressant... etc. N'hésitez pas à laisser vos commentaires, suggestions ou questions.

mercredi 29 juillet 2009

Mark Mobius (Franklin Templeton) : Romania is one of least expensive countries in the world

Cela a le mérite d'être clair ! ;)
peut-être un peu too much mais bon, à prendre en considération tout de même...
Mon portefeuille possède des sociétés roumaines via le fond MEI Roemeneï en Bulgarije (environ 65% du fonds) et le fonds East Capital Balkan (environ 13% du fonds sur la Roumanie).
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Mark Mobius, General Manager of the U.S. Templeton Asset Management company and one of the most influential investors in emerging markets, said that Romania is one of the least expensive countries in the world, with the potential of becoming one of the most exciting markets in the world.

Mobius, considered an emerging market guru, said that Romania’s problem is not a lack of money, but rather a lack of confidence and management. “We have been operating on the Romanian market for over 12 years, but things have just now started to move. The Romanian market will be much bigger than it is now. In the coming three-four years, capitalization and liquidity will double or even triple, while the number of listed companies will increase significantly,” Mobius, present at the official opening of the trading session at the Bucharest Stock Exchange (BVB), said.

“Romania has a great chance of performing better than Western countries, because figures show that the Romanian market is less expensive than others. The PER [Price-to-Earnings Ratio] in emerging countries is 14, compared to 6 in Romania. The P/BV [Price-to-Book Value] in Romania is below 1, while in emerging markets it is 1.8. This is why it is time to buy here,” Mobius said.

Templeton’s General Manager said that the crisis is over on stock markets. “In November I kept saying “buy, buy, buy”, because there are many opportunities. Now, I can say it is not a rally, but rather an ongoing bull market, although there are still fluctuations.

(Middle Europe Invesments - 29/07/09)

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