Archive
Back to homepageMonetary Policy Matters
This year we expect the divergence in monetary policy among the world’s central banks to be a key theme and a likely driver of asset flows. For now, the scorecard seems to be tilted toward monetary easing since in the
Read MoreStock-picking key to investing in Latin America and Eastern Europe
Emerging economies in Latin America and Eastern Europe will face a challenging 2015, with wide divergences and no clear consensus among portfolio managers in the outlook for countries in these two regions. For example, Paul Taylor, chief investment officer with
Read MoreWill China’s Year of the Goat Bring Out the Market Bulls?
Eddie Chow – Senior Executive Vice President and Managing Director, Templeton Emerging Markets Group According to the Chinese calendar, 2015 is the Year of the Goat (or sheep), creatures that are typically peaceful in nature but can also be stubborn, while
Read MoreA Few Words on Greece
Greece’s ongoing debate about the best way forward has now played out at the ballot box, although many uncertainties remain. On January 25, Syriza, an extreme left-wing party led by Alexis Tsipras, won the biggest share of the vote in
Read MoreCenter of Gravity of World’s Middle Class Shifts from West to East
India, the world’s second most populous country, could become the world’s largest middle class consumer by 2030, surpassing both China and the US. With emerging markets growing at a much faster pace than their developed counterparts, the structure of the
Read More