June 2023 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

Under the Macroscope—A nimble bull in a China shop

Concerns about China’s post-COVID recovery has recently been intensified. However, Franklin Templeton Institute Investment Strategist Christy Tan believes that policy support and an improving global outlook could benefit Chinese equity and fixed income markets in the second half of the year.

Christy Tan | June 20, 2023

Asia

Green steel

The steel industry is one of the largest contributors to global carbon emissions. The challenge in producing green steel from zero-emissions hydrogen is cost. A report from Franklin Templeton Emerging Markets Equity focuses on the process to produce green steel, breaking down the costs and technology used in each step in the process.

June 16, 2023

Latin America

Materials as a building block of Mexico’s market resilience

Mexico’s stock market has been performing well this year, with “green” initiatives in the cement industry playing a part. Dina Ting, Head of Global Index Portfolio Management at Franklin Templeton, discusses some interesting factors behind the market’s top-performing sectors and industries, and why they may be worth a closer look.

Dina Ting, CFA | June 15, 2023

Perspective

Emerging Markets Insights – A greener future

Following a lackluster start to the year, foreign investors now seem to be noticing emerging markets—and there are reasons to be optimistic the trend will continue, according to Franklin Templeton’s Emerging Markets Equity team.

June 06, 2023

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