Emerging Markets
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India: Three themes driving growth
India is a dynamic urbanizing economy with a rapidly expanding middle class. The convergence of these megatrends is driving three themes that our investment team is focused on in our search for companies offering sustainable earnings growth with clear competitive
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Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not
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Miscalculations and Recalculations
The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. Putin’s Miscalculation Russia’s President Vladimir Putin has fully miscalculated the West’s
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Russia, Ukraine and China
The economic implications of Russia’s war are potentially large and global. Our Head of the Franklin Templeton Investment Institute, Stephen Dover, opines on the ties between China, Russia and Ukraine. It has become more apparent than ever that economics and
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2022 MENA Fixed Income Outlook: A Regional Shelter From a Potential Global Inflation Storm?
The outlook for the GCC region looks optimistic for many reasons, according to Dino Kronfol, our CIO of Global Sukuk and MENA Fixed Income. He believes it may even be the best emerging market to shield portfolios from currency volatility
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Three Reasons We Remain Bullish on Emerging Markets Long Term
Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on
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Southeast Asia’s Internet Economy: On a Fast Track
Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton’s Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors:
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What’s Next for the Emerging Market Recovery?
While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer,
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Community Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world. Beyond traditional online purchases of merchandise, booking of services and ordering food, innovative e-commerce models are constantly being developed. Among the hottest since last year is “community
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Bridging the ESG Gap in China
Environmental, social and governance (ESG) factors have become increasingly important to many investors—including those in emerging markets. Franklin Templeton Emerging Markets Equity’s Michael Lai examines challenges facing ESG investing and reporting in China—and how it’s likely to continue to evolve.
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