Emerging Market Research
Back to homepageInvesting 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
Read MoreGetting 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
Read MoreIndia 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
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
Read MoreIncome-starved investors finding higher income in emerging market bonds 8
With interest rates at record lows in North America, investors seeking higher fixed income returns are heading in droves to emerging market (EM) bonds – abandoning low-yielding traditional income producing instruments such as guaranteed investment certificates, treasury bills and Canadian
Read More