July 2021 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

Regulatory Update on the China Education Sector

China recently issued new regulatory policy on the education sector, which outlines factors such as how and when such companies can operate, as well as offering guidance on investing in them. Our Emerging Markets Equity team answers some of the key questions it has received on the topic.

July 29, 2021

Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

Nicholas Hardingham, CFA | July 27, 2021

Asia

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation

Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, recently held a roundtable on emerging markets (EMs) with Andrew Ness, Portfolio Manager for Franklin Templeton Emerging Markets Equity, and Alastair Reynolds, Portfolio Manager for Martin Currie Emerging Markets. The news on EMs is they have some of the best-performing companies, year-to-date. Below are some highlights of their conversation.

Stephen H. Dover, CFA | July 23, 2021

Asia

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery

The COVID-19 pandemic has accelerated a number of existing technological trends, and emerging markets have been at the forefront. Semiconductor chips are a crucial to many technological advancements, providing computing power to our phones, cars and more. Our Emerging Markets Equity team discusses how shortages of chips during the pandemic have impacted the global economy.

July 20, 2021

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