July 2019 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Latin America

Brazil Takes Big Reform Step

Pension funding has been an issue in many parts of the world and has certainly been a hot topic in Brazil. President Jair Bolsonaro’s election ignited market optimism on promises to reform pensions to get Brazil’s fiscal house on a firmer footing. The probability of this being delivered has increased considerably after approval of a new pension reform bill in Brazil’s lower Congress. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Marcos Mundim weigh in on what the breakthrough means for the country, and for investors.

Gustavo Stenzel, CFA | July 19, 2019

Perspective

A Strong June Pulled Emerging Markets Up in the Second Quarter

Trade issues continued to dominate headlines in June, with easing in US-China trade tensions providing a boost to emerging markets overall during the month. But Franklin Templeton Emerging Markets Equity cautions trade-related headwinds could persist. The team shares its latest emerging-market outlook and explains why the small-cap space looks attractive right now.

July 11, 2019

Asia

India’s Budget Moving in the Right Direction

India’s Finance Minister Nirmala Sitharaman recently unveiled the country’s new budget, which aims to give the economy a boost via tax cuts and other measures to stimulate foreign investment. Franklin Templeton Emerging Markets Equity Director of Portfolio Management Sukumar Rajah says the fiscal math looks credible and the targets seem achievable, with the assumption of improving Goods and Services Tax compliance. He says while there are likely to be some winners and losers from an investment standpoint, overall, the government seems to be moving in the right direction to spur economic growth.

Sukumar Rajah | July 10, 2019

MENA Region

MENA Fixed Income: Four Things That Are Top of Mind

What should investors consider when looking at MENA fixed income? Franklin Templeton’s Dino Kronfol shares four things that are at the top of his mind at the moment.

Mohieddine (Dino) Kronfol | July 05, 2019

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