Investment Adventures in Emerging Markets

EM Index Inclusion Could Spell A New Chapter for GCC Bonds
MENA Region

EM Index Inclusion Could Spell A New Chapter for GCC Bonds

“The recent announcement that Gulf Cooperation Council (GCC) countries are planned to be included in the Emerging Market Bond Index (EMBI) is an exciting milestone not only for the region, but for the wider fixed income universe, in our view.” - Dino Kronfol, CIO, Franklin Templeton Global Sukuk and MENA Fixed Income Strategies

Saudi Arabia’s First Successful Play for Emerging-Market Status
MENA Region

Saudi Arabia’s First Successful Play for Emerging-Market Status

“Saudi Arabia remains a reform story on many levels; capital market reform has culminated in FTSE Russell’s decision to classify it as an emerging market. In our view, it’s encouraging that the bold fiscal reforms we’ve seen will likely put Saudi’s economy on more sustainable footing over the long-term.” - Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity

Why the MENA Region Appears to be on Firmer Footing
MENA Region

Why the MENA Region Appears to be on Firmer Footing

“It may have gone unnoticed to some investors, but the GCC region is a significant issuer of emerging-market sovereign debt, which is becoming an increasingly relevant component in global bond markets.” - Dino Kronfol and Bassel Khatoun

Saudi Arabia’s Emerging-Market Pursuit
Perspective

Saudi Arabia’s Emerging-Market Pursuit

Saudi Arabia’s potential upgrade to emerging-market status could cause new investors to take notice. Bassel Khatoun explores the implications for equity markets both in the Kingdom and the wider region.

A Vision for Saudi Arabia’s Future
Perspective

A Vision for Saudi Arabia’s Future

It’s our view that Saudi Arabia holds many interesting opportunities for investors, and if its expansive vision proves successful, it could cause economic growth to expand in many different directions—with or without high-flying oil prices.

China Part II — Looking Beyond Its Shores

China Part II — Looking Beyond Its Shores

China Part I – Planning for its Future

China Part I – Planning for its Future

Update on Japan

Update on Japan

The Middle East: A Youthful Reawakening

The Middle East: A Youthful Reawakening

Readers’ Questions Answered Part VI

Readers’ Questions Answered Part VI

Emerging Markets Vision 2020

Emerging Markets Vision 2020

Asia Insights from EM Analyst Conference

Asia Insights from EM Analyst Conference