Emerging & Frontier Markets Intelligence | March 2015 - Emerging & Frontier Markets Intelligence

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Investing in frontier markets can come with a higher degree of volatility than more established markets, but to my team and me, they offer exciting potential. Some of yesterday’s small, agrarian economies have transformed themselves into global powers today—China being

Hasenstab on Global Growth: Headwinds or Tailwinds?

Michael Hasenstab, PH.D. March 19, 2015

By: Michael Hasenstab, Ph.D. Executive Vice President, Chief Investment Officer Portfolio Manager Templeton Global Macro Group* While some forecasters predict gloomy global growth this year, the contrarian-minded Dr. Michael Hasenstab, chief investment officer, Templeton Global Macro Group (formerly known as

Exclusive Interview: Emerging Markets High Yield Becomes Increasingly Attractive

Rawn Lakhan March 18, 2015

We sat down with Sergei Strigo, Head of Emerging Market Debt Management at Amundi to discuss why emerging market debt should not be overlooked. No access to video? About Sergei Strigo Sergei Strigo is a Portfolio Manager and Head

Indian Equity Market Poised for Multi-Year Growth

Dwarka Lakhan March 17, 2015

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,”

Opportunities in Islamic Finance Grow

Mark Mobius March 14, 2015

I am convinced that opportunities exist in Islamic, or Shariah-compliant, investment products to address the investment needs of the world’s 1.6 billion Muslim citizens. I recently attended a conference on Islamic investment that Franklin Templeton organized in Dubai, where H.R.H. Sultan

A Contrarian Case for Brazil

Mark Mobius March 6, 2015

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

Maturing Indian Bond Market Proving Attractive to Investors

Dwarka Lakhan March 4, 2015

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