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2020 Outlook for Emerging Markets Equity Investing
While US-China trade issues still haven’t been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity. He shares his outlook
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Corporate Governance in Emerging Markets: Progress and Opportunity
There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps
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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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Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia
There have been some noteworthy recent changes in the composition of two broad emerging market indexes that have investors taking notice. Domestic Chinese equities now have a greater presence in both the MSCI and FTSE Emerging Markets Indexes—with more shares
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Kuwait’s Emerging Markets Arrival Signals New Era of Investment
Kuwait’s upgrade to index provider MSCI’s Emerging Markets Index puts the Middle East and North Africa (MENA) region firmly on the global investment map, according to Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity. They consider the potential
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From Imitation to Innovation: Emerging Markets’ Technology Journey
Many investors have a view of emerging markets that remains stuck in the past, and that’s particularly true in the realm of technology. No longer simply copying advances made in the developed world, emerging market companies are now leading the
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South Africa: Political and Investment View
South Africa’s ruling African National Congress party maintained its power, winning the national elections this month. But can the country’s leaders stamp out corruption, and spur more robust economic growth? Franklin Templeton Emerging Markets Equity’s Danesh Ranchhod shares the team’s
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The Answer Is Blowing in Brazil’s Wind
Renewable energy production in Latin America has grown dramatically over the last decade. The use of green technology like wind turbines and solar arrays continues to expand, as countries like Brazil seek to improve energy security and lower carbon emissions.
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China’s stock market is soaring this year. Is it too late to buy?
Italian film actress and singer Sophia Loren once famously said that “mistakes are the dues one pays for a full life.” In the world of investing, as in life, the trick is not to repeat the same ones twice. Yet
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