China lanzará un mercado de valores semejante al NASDAQ para que las empresas tecnológicas y orientadas a la investigación coticen en bolsa y atraigan capital. Si bien esta iniciativa cuenta con algunos detractores, Franklin Templeton Emerging Markets Equity considera que este consejo de próxima creación reviste una importancia estratégica para China. Jason Zhu, director de gestión de carteras del equipo de renta variable china, explica que podría revolucionar la emergencia de China como potencia de investigación y ayudar a las empresas emergentes a crecer y convertirse en agentes clave de la industria, pero el equipo analizará al menos dos factores clave: la calidad de las empresas que cotizan en bolsa y sus valoraciones.
«El segmento de la pequeña capitalización de los mercados emergentes sigue pareciéndonos atractivo, en parte porque muchos de los contratiempos de 2018 ya se han reflejado en las valoraciones o es probable que desaparezcan este año». Equipo de Franklin Templeton Emerging Markets Equity
La palabra «innovación» se suele asociar a la tecnología, pero la innovación adopta múltiples formas en numerosos sectores. Según Krzysztof Musialik, de Franklin Templeton Emerging Markets Equity, se están produciendo distintas innovaciones en el sector de la atención médica y en la industria farmacéutica de los mercados emergentes que conllevan cambios incluso en los mercados desarrollados.
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