China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds. The Franklin Templeton Investment Solutions team outlines current risks and opportunities of investing in China.
Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton's Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors: e-commerce, fintech and gaming.
China has announced recent regulatory changes targeting specific industries, which has led to some heighted market volatility. Our Emerging Markets Equity team examines what the changes are, why they were implemented, and the potential implications for investors.
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