Emerging Markets
Back to homepageA Contrarian Case for Brazil
Many investors in Brazil, including us, have been a little frustrated over the past couple of years with its lack of growth and progress. Gross domestic product (GDP) in Brazil grew a mere 0.2% in 2014 (estimated), a far cry
Read MoreMaturing 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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Exclusive Interview: Prospects for Sri Lanka
We sit down with CT CLSA Strategist, Sanjeewa Fernando to get his thoughts on the upcoming prospects for Sri Lanka.
Read MoreMonetary 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 MoreEconomic Reform in Asia Brings Big Potential for Small Companies
At Templeton Emerging Markets Group, we believe Asia’s combination of rapid economic growth, generally strong national finances and economic fundamentals has created an attractive landscape for equity investors. Seismic changes have been taking place in Asia’s political arena over the
Read MoreDeveloping countries to experience uptick in growth: World Bank
Underneath the fragile global recovery lie increasingly divergent trends with significant implications for global growth; developing countries will continue to outperform their developed counterparts. In its Global Economic Prospects (GEP) report, released this month, the World Bank forecasts that developing countries
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