Investment Adventures in Emerging Markets

What’s in the price? MENA fixed income outlook for 2023
Asia

What’s in the price? MENA fixed income outlook for 2023

Fixed income faced a challenging 2022, but 2023 looks more promising for global sukuk and GCC fixed income, according to Dino Kronfol. He believes a focus on higher-quality fixed income sectors is prudent given continued uncertainties.

Outlook for GCC bond and equity markets amid macroeconomic headwinds
MENA

Outlook for GCC bond and equity markets amid macroeconomic headwinds

With growth slowing and recession becoming more of a possibility amid elevated inflation and hawkish central banks globally, GCC bond and equity markets have become more volatile. Nevertheless, there are still opportunities in select countries and sectors that are more defensive in nature or could benefit from the same macroeconomic factors causing general uncertainty. Franklin Templeton’s Mohieddine Kronfol and Salah Shamma share their thoughts on the current environment and where they see opportunities in their respective areas.

Happenstance, a ripe tomato and opportunity
Perspective

Happenstance, a ripe tomato and opportunity

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Mohieddine Kronfol from Franklin Templeton Fixed Income sees opportunity in controlled environment agriculture (CEA), a uniquely suitable industry for profitable, large-scale impact—truly doing good and doing well.

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
MENA

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics

The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.