Export powerhouse South Korea has been navigating global trade shifts well, while still expanding its K-wave cultural influence. Amid this remarkable growth, Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses South Korea’s upcoming elections and the possible implications on the country’s global trade and foreign investment. Artykuł Catching the next Korean wave pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

Read why China, India’s election, and an improving growth differential in emerging markets are topics the Franklin Templeton Emerging Markets Equity team is thinking about today. Artykuł Emerging Market Insights: Seeds of optimism pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

India’s GDP growth this year is the highest among global economies, positioning the current leadership for a comfortable win in the upcoming elections, according to Franklin Templeton Emerging Markets Equity. Artykuł India goes to the polls pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

Egypt has taken long-awaited steps to stabilize its currency and return to economic orthodoxy—decisions with implications for investors, according to Franklin Templeton Emerging Markets Equity team. Artykuł Egypt: Bold moves pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

Read why the semiconductor industry, electric vehicles, and Egypt are topics the Franklin Templeton Emerging Markets Equity team is thinking about today. Artykuł Emerging Market Insights – Semiconductor sector soars pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies. Artykuł Consider This: Indian elections 2024 pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

As we enter the year of the dragon, Dina Ting, Head of Global Index Portfolio Management, assesses the opportunities and risks in China and Taiwan, which saw divergent market performance last year. She also highlights a region that not only has seen rising engagement with China but was also an EM bright spot that outperformed the S&P 500 Index in 2023—Latin America. Artykuł Enter the dragon: Parsing Lunar New Year opportunities among emerging markets pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

As Southeast Asia’s largest economy and third-largest democracy in the world, Indonesia’s elections are likely to have implications for global investors. Franklin Templeton Investment Institute Investment Strategist Kim Catechis weighs in. Artykuł Consider This: Indonesian elections 2024—what’s in it for investors? pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

Our Franklin Templeton Emerging Markets Equity team is thinking about three things this month: China policy recalibration, US interest rates and global elections. Artykuł Emerging Market Insights: China policy recalibration pochodzi z serwisu Investment Adventures in Emerging Markets ..read more

As we enter the year of the dragon, get thoughts from the Franklin Templeton Emerging Markets Equity team on the road map for recovery in China’s economy and equity markets. Artykuł Recovery road map in the year of the dragon pochodzi z serwisu Investment Adventures in Emerging Markets ..read more