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[轉貼] 「新興市場教父」墨比爾斯(Mark Mobius)命盤

墨比爾斯在上海銀行帳戶 錢領不出來

2023/03/05 07:56   

基金經理人墨比爾斯有「新興市場教父」之稱。(路透)

〔財經頻道/綜合報導〕有「新興市場教父」之稱的基金經理人墨比爾斯(Mark Mobius)表示,中國正在限制資金流出,他個人就受到了影響,「所以我會非常、非常謹慎地投資中國」。

墨比爾斯表示,他在上海的匯豐銀行有個帳戶,可是他卻沒辦法把錢提領出來,表示中國政府正在限制資金從中國流出。

墨比爾斯表示,中國設置了各種障礙,並不會明白地說「你不能把錢領出來」,但他們會說「給我們這20年來,你如何賺到這些錢的所有紀錄」。這讓墨比爾斯直言:「諸如此類的,這太瘋狂了。」

墨比爾斯表示,和市場導向的中國前領導人鄧小平相比,現在的中國政府運作方向完全不同。

墨比爾斯補充,印度是投資人應該考慮的地方,印度有10億人口,可以做和中國人一樣的事情,同樣的製造業等。而他現在放眼巴西,表示巴西有2.5億多人,人民優異社會開放,「為什麼不來這裡呢?這是另一種選擇。」

https://ec.ltn.com.tw/article/breakingnews/4228690

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不怕辛苦,就怕不公平;不怕卑微,就怕不公義。
可以哭泣,不要洩氣;可以悲傷,不要放棄!

Mark Mobius


Mark Mobius
Born
Joseph Bernhard Mark Mobius

August 17, 1936 (age 86)[1]
CitizenshipUnited States (renounced)
Germany
Alma materBoston University (BA, MS)
Massachusetts Institute of Technology (PhD)
OccupationBusinessperson
Years active1987–present

Joseph Bernhard Mark Mobius[2] (born August 17, 1936) is an American-born German emerging markets fund manager and founder of Mobius Capital Partners LLP.[3]

Early life and education[edit]

Joseph Bernhard Mark Mobius was born to German and Puerto Rican parents in HempsteadNew York. He earned his B.A. and M.S. in Communications from Boston University, and received a Ph.D in economics from Massachusetts Institute of Technology in 1964.[4] He also studied at the University of WisconsinUniversity of New Mexico, and Kyoto University in Japan.[citation needed]

Career[edit]

Mobius was executive chairman of Templeton Emerging Markets Group, having joined Templeton in 1987. At Templeton, he established and directed the research team based in 18 global emerging markets offices and managed more than $50 billion in emerging markets portfolios.[5] In 2015, after leading the company for over a quarter of a century, Mark Mobius decided to step down as the lead manager of the Templeton Emerging Markets Investment Trust (TEMIT) and handed over control of the fund to Carlos Hardenberg.[6] In 2018, Franklin Templeton announced Mobius' retirement from Franklin Templeton effective January 31, 2018.[7] In March 2018, Mobius launched Mobius Capital Partners together with his former Templeton colleagues Carlos von Hardenberg and Greg Konieczny. The emerging and frontier markets asset manager is focused on a single long-only strategy based on actively partnering with portfolio companies to improve their corporate governance and to deliver a clear ESG pathway.[8]

Before joining Templeton, Mobius worked at international securities firm Vickers-da-Costa, and later was president of International Investment Trust Company in TaipeiTaiwan. He once ran an independent consulting company that marketed, among other things, Snoopy cartoon merchandise.[9]

Born a U.S. citizen, Mobius was also entitled to German citizenship by descent. He renounced his U.S. citizenship and is now a German citizen.[10]

Mobius has stated his preference for a Donald Trump victory in the 2020 United States Presidential election and called a potential win by the Biden-Harris ticket "disastrous" for the stock market and economy.[11]

Industry recognition[edit]

Mobius has been a key figure in developing international policy for emerging markets. In 1999, he was selected to serve on the World Bank's Global Corporate Governance Forum as a member of the Private Sector Advisory Group and as co-chair of the Investor Responsibility Taskforce.[12] He has also been featured as a speaker [13] for the World Bank in 1999 and has given seminars for many other groups, including for the Asian Development Bank in 2002[14] and as a motivational speaker for London Speaker Bureau.[15]

As a recognized industry expert, Mobius appears frequently on financial industry television shows and networks, including BloombergCNBCMSNBC, and CNN, and has given/written thousands of interviews and opinion pieces over the years.[citation needed]

After more than 40 years in global emerging markets, Mobius has received numerous industry awards, including being named one of Bloomberg Markets Magazine's "50 Most Influential People" in 2011, "Emerging Markets Equity Manager of the Year 2001" by International Money Marketing, "Ten Top Money Managers of the 20th Century" in a 1999 Carson Group survey, "Number One Global Emerging Market Fund" in a 1998 Reuters Survey, "1994 First in Business Money Manager of the Year" by CNBC, "Closed-End Fund Manager of the Year" in 1993 by Morningstar, and "Investment Trust Manager of the Year 1992" by the Sunday Telegraph.[5]

Mobius has also been given various humorous nicknames over the years, including the "Pied Piper of emerging markets",[16] the "dean of emerging markets",[17] a world "globetrotter",[18][19] and the Yul Brynner of Wall Street[20] due to his signature bald head look.[citation needed]

Mobius is also a regular monthly columnist for the Asia Tatler group of magazines, wherein he authors a column on "Wealth"[21]

A comic book on the life of Mark Mobius was published in 2007: "Mark Mobius — An Illustrated Biography of the Father of Emerging Markets Funds" is currently translated into six languages (English, Traditional Chinese, Korean, Indonesian, Thai and Japanese) and available in numerous countries.[22][23]

Mobius appears in Erwin Wagenhofer's documentary "Let's Make Money" (2008), where he frankly details his thoughts on financial markets and capitalism.[24]

Selected publications[edit]

Mobius has written several books, including "Trading with China," "The Investor's Guide to Emerging Markets," "Mobius on Emerging Markets," "Passport to Profits," "Equities—An Introduction to the Core Concepts," "Mutual Funds—An Introduction to the Core Concepts," "The Little Book of Emerging Markets," and "Mark Mobius: An Illustrated Biography."[5] He writes regularly about his travels on his personal website: markmobius.com.[25]

https://en.wikipedia.org/wiki/Mark_Mobius

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自由廣場》「新興市場教父」啟示錄

◎ 愚工

媒體報導,有「新興市場教父」之稱的著名基金經理人墨比爾斯(Mark Mobius),接受美國福斯財經新聞網訪問時表示,他在中國上海匯豐銀行有個帳戶,卻沒辦法把錢提領出來。中國政府正在限制資金從中國流出,「所以我會非常、非常謹慎地投資中國」!他並說「印度人口有十億,可以做和中國人一樣的事,做同樣的製造業等等」,也表示自己正在巴西布局。

墨比爾斯指出,中國設置了各種障礙,不會明白地說「你不能把錢領出來」,但他們會說「給我們這廿年來,你如何賺到這些錢的所有紀錄……諸如此類的,這太瘋狂了!」

墨比爾斯的煩惱,其實是中國極權官僚體制「特事特辦文化」冰山一角。中國福建官方門戶網站《東南網》去年六月十六日一篇針貶「特事特辦」的文章指出,特事特辦這一治理工具,對中國經濟社會發展起到特殊的貢獻作用,但同時也出現官僚主義、腐敗現象等問題。有的地方國企在手續不全的情況下特事特辦,並且得到市領導的許可,但專案完工後,屬地管理部門又嚴肅查處了這種「未批先建」的做法;有的甚至為迎合領導意圖「違心特辦」。

中國民間順口溜「黑頭不如紅頭,紅頭不如手頭,手頭不如口頭」,意思是說白紙黑字的法律規定的效力,不如組織下發的紅頭文件;紅頭文件的效力不如領導的手諭,手諭的效力不如領導的口頭囑咐。傳神地凸顯中共的所謂「法治」現況。

在中國,中共要你投資時,就甚麼條件都答應你,這階段行話叫「築巢引鳳」,不需要你時,就製造很多沒有法源根據的人為障礙來刁難你,這叫做「關門打狗」。墨比爾斯的銀行存款能否領出,關鍵不在他能提出「這廿年來,如何賺到這些錢的所有紀錄」,而在他擁有甚麼可被中共利用的價值;沒有利用價值,一切免談。這也就是中國「說你行就行,不行也行;說你不行就不行,行也不行」的詭異所在,也是投資中國必有的風險,眾多台商早就心知肚明了!

(作者為台商)

https://talk.ltn.com.tw/article/paper/1570528

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不怕辛苦,就怕不公平;不怕卑微,就怕不公義。
可以哭泣,不要洩氣;可以悲傷,不要放棄!

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請從論壇首頁右上角進入「個人中心」,就可以編輯您個人的頭像、簽名檔及自我介紹。請用高級模式回覆,點HTML框,可有更多變化豐富版面。
不怕辛苦,就怕不公平;不怕卑微,就怕不公義。
可以哭泣,不要洩氣;可以悲傷,不要放棄!

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墨比爾斯:國安法罩頂 在中投資令人不安

2023/06/04 07:15  

「新興市場教父」墨比爾斯(Mark Mobius)。(路透)

〔財經頻道/綜合報導〕有「新興市場教父」之稱的基金經理人墨比爾斯(Mark Mobius)今年3月表示,中國正在限制資金流出,導致他位於上海匯豐銀行的帳戶,無法提取資金,儘管此事鬧上媒體版面後,墨比爾斯如今已經領到錢了,但他警告,在中國《國安法》的背景之下,在中國投資仍使人感到不安。

墨比爾斯3月接受《福斯商業新聞》(Fox Business)採訪時,他沒辦法從上海的匯豐銀行領錢,理由是中國政府在資本管制,限制資金從中國流出。

墨比爾斯本週二(5月30日)再度接受《福斯商業新聞》採訪時說,在他的投訴被媒體報導後,他就可以領現金了。

墨比爾斯說:「我們的節目一播出後就迅速傳播,我的銀行馬上從上海打電話給我,然後說:『讓我們來做點什麼事吧。』」墨比爾斯補充,他猜想中國政府也被打亂了,它們說:你看吧,資金沒有理由不能流出。

儘管如此,墨比爾斯仍對投資中國抱持謹慎態度,因為中國的《國安法》可能會使美國公司的資產和知識產權受到風險。

https://ec.ltn.com.tw/article/breakingnews/4322264

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不怕辛苦,就怕不公平;不怕卑微,就怕不公義。
可以哭泣,不要洩氣;可以悲傷,不要放棄!

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喊買台積電 墨比爾斯:真正贏家

-0001/11/30 00:00  

「新興市場教父」墨比爾斯(Mark Mobius)大推台積電(2330)股票,稱台積電是「真正的贏家」。(彭博社)

〔財經頻道/綜合報導〕素有「新興市場教父」之稱的基金經理人墨比爾斯(Mark Mobius)近日在接受外媒訪問時,大推台積電(2330)股票,稱台積電是「真正的贏家」。

墨比爾斯近日在接受《彭博》訪問時表示,中國股票受到中國政府政策變化和經濟放緩影響,吸引力減低,且也沒有太多價廉物美的標的。

墨比爾斯認為,進入中國市場的一種方式是透過台灣,因為即使在美國的限制下,台灣仍在提供大量技術,並稱台灣他會買的1檔股票就是台積電,稱台積電才是「真正的贏家」。

墨比爾斯也在訪談上表示,印度股票是其在新興市場的首選,稱儘管價位偏高,但印度企業在資本回報率方面的表現「異常出色」。

台積電股價2日收在790元,漲幅2.6%。

https://ec.ltn.com.tw/article/breakingnews/4627540

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不怕辛苦,就怕不公平;不怕卑微,就怕不公義。
可以哭泣,不要洩氣;可以悲傷,不要放棄!

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