Mobius: don't write off Thailand

As part of our investor outlook 2004 series, we speak to Templeton''s larger than life managing director, Mark Mobius.

Mark Mobius has been an emerging market investor for as long as there have been emerging markets, and here he gives his views as Templeton's supreme asset allocator on how he thinks Asia will do in 2004.

What do you think are going to be the main trends for 2004 in the Asian markets

Mobius I see three main trends. Firstly consumerism and consumer products are going to be the investment theme going forward. Secondly, commodities will also be a focus, given the increased demands of Asian industries. Thirdly, we'll see countries in Asia converging more and more as they increase trade with each other. We see this between Taiwan and...

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