Posts From Sukumar Rajah
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Sukumar Rajah
Potential tailwinds for Asian emerging markets in 2023
Emerging Asian equity markets look poised for a better year ahead, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He outlines key catalysts, including China’s relaxation of COVID-19 policies. China’s decision to move away from its zero-COVID policies and
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India: Three themes driving growth
India is a dynamic urbanizing economy with a rapidly expanding middle class. The convergence of these megatrends is driving three themes that our investment team is focused on in our search for companies offering sustainable earnings growth with clear competitive
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Malaysia’s 2020 Budget: A Delicate Balancing Act
Malaysia’s newly unveiled 2020 budget displays a commitment to sustainable long-term growth, according to Sukumar Rajah and Hanifah Hashim. Here, they suggest how the country’s foreign investment, transport and employment initiatives could drive the domestic economy. We regard Malaysia’s 2020
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India’s Surprise Tax Cut Comes at An Opportune Time
Amid slowing economic growth in India, the Modi government’s surprise corporate tax cuts have come at an opportune time, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He explains why the fiscal adjustment could improve India’s competitiveness among its
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China’s Re-Balancing Act
In the face of slowing economic growth, the Chinese authorities appear ready to act. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Jason Zhu explain how measures announced at the 13thNational People’s Congress are designed to shore up China’s growth
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The Race to Harness AI Technology in Asia
Artificial intelligence (AI) and automation present enormous investment opportunities, some in ways we don’t even know yet. As the world adapts to technological advances, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Eric Mok think some promising developments in Asia
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Trade Turmoil Doesn’t Derail Our Outlook for India
Trade tensions have spooked investors in recent months, including those in India’s stock market. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the positive economic fundamentals he and the team see, and why they think India’s equity market
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US-Led Trade Dispute Could Present Opportunities in Emerging-Market Stocks
Sukumar Rajah, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, considers the potential fallout from the trade dispute between the United States and China. He explains why it could actually present investment opportunities in certain
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Why It’s Not Time to Squeeze the Brakes on Indian Equities
As Indian equities have come off the peaks from the start of the year, some emerging-market investors may be feeling a little cautious. Despite this pullback in stocks, Sukumar Rajah, Senior Managing Director and Director of Portfolio Management, Franklin Templeton
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