"...emerging markets will grow faster than the
developed world for decades to come."

Gideon Rachman, The Financial Times

Emerging Market Analysis

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Investing alongside billionaires through the Excel Billionaire Leaders Fund

The multiple Lipper award-winning company Excel Funds Management Inc.’s (Excel) newest fund, the Excel Billionaire Leaders Fund, will invest in companies that are owned by billionaires – a rare group of individuals regarded as the best creators of wealth. The

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Getting Emerging Market Exposure through Developed Countries Blue Chips

As multi-national corporations (MNC) from developed countries increasingly seek to leverage growth opportunities in fast growing emerging markets, they offer investors the ability to get emerging market exposure without investing directly in emerging markets. While there is no consensus as

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India Poised for Gargantuan Leap

All the elements are all aligned to make India a global powerhouse. So said Christine Lagarde, Managing Director of the International Monetary Fund (IMF) in an address titled “Seizing the India Moment” at Lady Shri Ram College in New Delhi

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Indian Equity Market Poised for Multi-Year Growth

The Indian equity market – one of the best performing markets in the world last year – appears poised to continue growing at full steam. “The prospects for the Indian market are very good, especially for the long term investor,”

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Maturing Indian Bond Market Proving Attractive to Investors

The Indian bond market is becoming increasingly attractive to investors seeking higher yields. In fact, although the Indian equity market was among the best performing in the world last year, foreign investors pumped about 33% more funds into rupee denominated

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Monetary 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

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Stock-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

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Will 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

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A 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

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Center 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

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