The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region, according to Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma. They point to several themes supporting the investment case, including robust government balance sheets, currency pegs to the US dollar and higher oil prices, which should provide policymakers with ample tools to mitigate any inflationary risks over the medium term.
Why investors should pay attention to Kuwait’s upgrade to emerging market status, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun. Read more in his frontier and MENA 2021 outlook.
What challenges and opportunities could investors in the MENA region face? Read insights from Franklin Templeton Emerging Markets Equity's Bassel Khatoun and Salah Shamma.
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