Investment Adventures in Emerging Markets

Chinese A Shares Get MSCI Nod
Asia

Chinese A Shares Get MSCI Nod

Index provider MSCI recently announced plans to add more than 200 domestic Chinese equities to two of its benchmark indexes in two phases, starting May 31. Sukumar Rajah, senior managing director, Franklin Templeton Emerging Markets Equity, breaks down the implications for investors. He says the decision represents broad support of the government’s positive policy changes.

China and Shadow Financing
Perspective

China and Shadow Financing

While the year ahead is certain to bring challenges, we remain optimistic about investing in China and the many opportunities we see in various sectors of the economy. The growth in financial services is just one area representing the boom in consumer-oriented products and services we expect to continue in China.

Consumption in China: From Commodities to Karaoke
Perspective

Consumption in China: From Commodities to Karaoke

China isn’t only a consumer of raw commodities—its growing middle class has been exerting formidable purchasing power and spawning new domestic industries that are of keen interest to us as investors, including cosmetics, entertainment (cinemas, music) and more.

On Market Corrections, and Keeping a Calm Head
Perspective

On Market Corrections, and Keeping a Calm Head

Despite recent market volatility, we consider the long-term outlook for China’s market and economy to be good. We don’t view this recent correction as the start of any sort of economic or market collapse underway, and it doesn’t change our view on investing there.

China’s Currency Moves
Perspective

China’s Currency Moves

The recent action in China’s stock market and its currency has caused a heightened attention to Chinese government policy decisions. All this attention certainly demonstrates how important China has become within the global economy at large.

Story of China Still Intact Despite Market Downturn
Perspective

Story of China Still Intact Despite Market Downturn

In my view, the bottom line regarding the recent correction in China’s markets is essentially a story of too much euphoria and a natural correction.

Once Forbidden Frontiers
History

Once Forbidden Frontiers

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

Emerging from the Global Competitiveness Ranks
Perspective

Emerging from the Global Competitiveness Ranks

As markets around the world fall in and out of favor among investors based on many different factors, I think the need to diversify becomes ever more important. You don’t want to have all your eggs in the wrong basket at the wrong time. There are always opportunities, if you know where to look.

China’s Frozen IPO Market Thaws

China’s Frozen IPO Market Thaws

A New Blueprint for China’s Development

A New Blueprint for China’s Development

Patience in Asia

Patience in Asia

China’s IPO Drought: Will it Lift?

China’s IPO Drought: Will it Lift?