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Mexico’s AMLO: A New Kind of Populist
The victory of leftist candidate Andrés Manuel López Obrador in Mexico’s presidential election shows populism can come in a variety of forms. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Santiago Petri offer their thoughts on what’s next for Mexico
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Untapped Investment Opportunities in Africa
Among frontier markets globally, Africa offers one of the most exciting investment stories. Bassel Khatoun, Franklin Templeton Emerging Markets Equity, weighs in on how past volatility in commodity prices could drive opportunities for many African markets. He also explains how
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EM fundamentals sound in spite of volatility
Boiling Frogs and the Three Henchmen After a near two-year rally, EM stock returns have suffered in the first half of 2018. But consider that the volatility has been driven by a “made in America” trade war, leading to a
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