How to play MENA investment themes

MENA

Strong signs of economic growth and attractive valuations make the Middle East and North Africa a viable investment destination, says Mark Mobius, executive chairman of Templeton Emerging Markets Group.

While emerging markets were considered a niche or “exotic” investment when we started investing in the late 1980s, many are now familiar with these markets and in the last three decades have been turning to them not only as a way to capture rapid growth but also to diversify their portfolios. Looking to the future, we believe that frontier markets have begun to establish themselves as sources of growth, diversification opportunities and uncorrelated returns to traditional emerging markets. In essence, frontier markets represent what emerging market countries like Brazil, Russia, India...