Investment Adventures in Emerging Markets

A View from Mexico on a New North American Trade Pact
Latin America

A View from Mexico on a New North American Trade Pact

A new historic agreement to replace the North American Free Trade Agreement (NAFTA) was recently struck between the United States, Mexico and Canada. In the United States, the new deal is officially called the United States-Mexico-Canada agreement, or USMCA. For Mexico, the Spanish translation has yet to be determined. Franklin Local Asset Management Mexico, Fixed Income team answers some questions about the implications of the new agreement for the country.

Mexico’s AMLO: A New Kind of Populist
Asia

Mexico’s AMLO: A New Kind of Populist

The victory of leftist candidate Andrés Manuel López Obrador in Mexico’s presidential election shows populism can come in a variety of forms. Franklin Templeton Emerging Markets Equity’s Santiago Petri and Gustavo Stenzel offer their thoughts on what’s next for Mexico and its new president.

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players
Latin America

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players

“We think Latin America’s two largest economies, Brazil and Mexico, could continue to benefit from economic growth and reforms… However, we believe further reforms are needed, and upcoming elections in those countries could influence our outlook.” Gustavo Stenzel, Franklin Templeton Emerging Markets Equity

Brazil and Other Bright Spots in Latin America

Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.

Mexico Entangled in US Election as Banxico Tightens
Perspective

Mexico Entangled in US Election as Banxico Tightens

Regardless of statements about more restrictive trade, it will be very difficult if not impossible for US-Mexico trade to be destroyed since the links are too deep between the two countries.

Why We Think Mexico Is a Standout in Latin America
Guest Bloggers

Why We Think Mexico Is a Standout in Latin America

While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

Oman

Oman

Opportunities in Southeast Asia (video)

Opportunities in Southeast Asia (video)

Africa: Challenges and Outlook

Africa: Challenges and Outlook

Africa: Opportunities in Nigeria, Ghana and Kenya

Africa: Opportunities in Nigeria, Ghana and Kenya

Mexico: Conquering its Challenges

Mexico: Conquering its Challenges

A More Integrated Latin America

A More Integrated Latin America