Gọi dòng - Vni

[
TEMPLETON/ (FUND VIEW)
* Fund in Romania accounts 20% of stock market cap in country
* Mobius oversees $40 billion in assets
* No asset bubble in Asian shares, but volatility to stay
* Mobius denies talk he'll step down or is picking successor
By Chikafumi Hodo
TOKYO, Sept 3 (Reuters) - Templeton Asset Management's Mark Mobius said on Friday he sees big bargain-hunting opportunities in Vietnam and Romania due to good growth prospects, with a large potential in their equity markets.
Mobius, a prominent emerging markets fund manager who oversees about $40 billion in assets, said he does not see an asset bubble appearing in Asian shares, but investors should watch out for volatility and instability in emerging economies.
The fund manager oversees the Romanian government's compensation fund -- Fondul Proprietatea -- with a size of 4 billion euro ($5.13 billion) in assets, or about 20 percent of the market capitalisation of Romania's stock market.
"We'll be investing probably most heavily in raw materials, oil, gas as well as electric power, because of big demand for electric power in the country," Mobius, executive chairman of Templeton Emerging Markets Group, told a news conference.
The Romanian fund is diversified, with the largest holdings in oil companies. The fund also invests in gas and gas transmission companies and property firms, he said.
Templeton is also looking to invest steadily in Vietnam, Mobius said.
"Vietnam's stock market is now down from the peak in '07 and there is a good opportunity now because of low prices," he said.
Mobius said Vietnam's population is increasing by 1 percent a year and the country's stock market is growing at a good pace.
Vietnam has a weighting of 7 percent in the Templeton Frontier Markets Fund, with total assets under management of $442.45 million as of July 31.
The fund sharply outperformed the benchmark over the past year, producing a return of 21.8 percent against the benchmark of 4.8 percent.
"We've been investing in a pretty wide variety of companies (in Vietnam). Liquidity is very difficult and small, so it takes patience," Mobius said.
He said he has been looking at property and harbour firms.
The fund manger was in Vietnam last week to also look at furniture companies.
Templeton does not see an asset bubble occurring in Asian shares, but sees it as hard to avoid volatility in emerging markets.
Investors must be ready for volatility and must be patient, Mobius said.
"We try to encourage people to buy when things look bad when markets are down, because as you can see the recoveries in these bear markets can be very rapid," he said.
Mobius denied a rumour that he was planning to retire or in the process of picking his [r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)]
Em tam dich cho cac bac day:

Tong quan cong ty Templeton
Von dau tu tai Romania chiem 20% gia tri thi truong Romania
Cong da dau tu ra nuoc ngoai gia tri khoang 40 ti do
Cong ty nhan dinh rang thi truong Chau a hien nay khong co bong bon, xong can phai than trong voi nhung dao dong cua thi truong
Ngay 3 thang 9:
Nguoi dai dien cua cong ty Templeton Asset Management, Mark Mobius, rat lac quan vao viec dau tu vao thi truong VietNam va Romani hien nay. Hai thi truong nay co nhung tiem nang lon rat hop ly de dau tu. Mobius khang dinh rang trong thoi diem hien tai thi truong Chau a khong co xuat hien nhung dau hieu cua bong bong, xong nha dau tu nen than trong voi nhung giao dong cua thi truong va tinh khong on dinh cua nhung nen kinh te moi noi.
Cong ty Templeton Asset Management hien dang dau tu hau het vao nguyen lieu tho, dau, gas, cung nhu la nang luong dien, boi vi nhu cau ve nang luong cua Romania hien nay la rat lon. Ong Mobius da noi trong mot cuoc hop bao rang cong ty ong hien dang dau tu rat nhieu linh vuc, nhung chu yeu van la dau mo va gas.
Cong ty Templeton hien dang tim kiem nhung co hoi dau tu vung chac tai VietNam. Ong nhan dinh rang: Thi truong chung khoan VietNam hien da giam rat manh tinh tu dinh cao nam 2007, day la thoi diem rat tot de co the dau tu tai thi truong chung khoan VietNam vi hien thoi gia co phieu da rat thap.
Dan So VietNam tang truong 1 phan tram mot nam va thi truong chung khoan dang tang truong rat tot. Cong ty ong da danh khoang 7% von cua cong ty khoang 30 trieu usd (7*442 Em tinh nham cac bac thong cam) de dau tu vao VietNam. Khoan dau tu nay hien mang ve 21.8% cho cong ty.
Chung toi hien dang dau tu vao nhat nhieu cong ty tai VietNam. Tinh long la mot trong nhung yeu to kho khan khi dau tu tai VietNam vi thi truong nho, chinh vi vay can phai kien nhan khi dau tu tai quoc gia nay. Theo ong Mobius
Cac thong tin sau ko quan trong lam. Noi tom lai day chi la thong tin cua mot cong ty lon co nhung cai nhin rat thien cam khi dau tu tai VietNam. Em chi dich tam, may em ko co phan mem go tieng Viet cac bac thong cam.

Doc qua nhieu dien dan em thay hau het nha dau tu trong nuoc hien dang co tam ly rat vung ve viec thi truong VietNam se tang trong tuan toi. Dieu nay cung suy nghi cua em. Vay chuc cac bac may man