A la luz de la depreciación de la lira turca y el peso argentino, los miedos de contagio de los mercados emergentes (ME) parecen ir en aumento y varias monedas de ME han estado sometidas a presión. En esta publicación, Franklin Templeton Emerging Markets Equity presenta sus perspectivas sobre algunos de los países afectados que han ocupado los titulares últimamente: Argentina, Turquía, Sudáfrica e Indonesia. Según la opinión del equipo, no parece probable que la actual debilidad de ME en algunos países dé lugar a un contagio macroeconómico ni a crisis más amplias de la clase de activos.
Manraj Sekhon, director de inversión de Franklin Templeton Emerging Markets Equity, y Chetan Sehgal, director de gestión de carteras, presentan un resumen de los progresos alcanzados en los mercados emergentes durante el mes de abril, así como algunos acontecimientos, hitos y datos fundamentales. Afirman que no faltaron las noticias geopolíticas durante el mes, pero señalan que las empresas fuertes tienen potencial para obtener buenos resultados en entornos muy diferentes.
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