Investment Adventures in Emerging Markets

India Budget 2020: A Step in the Right Direction, but a Push Is Needed
Asia

India Budget 2020: A Step in the Right Direction, but a Push Is Needed

As investors digest the latest takeaways from the 2020 India budget, here’s our breakdown of the impact it could have on India’s economy.

Indian Election Result: BJP Win Paves the Way for Infrastructure Boost
Asia

Indian Election Result: BJP Win Paves the Way for Infrastructure Boost

“We expect the positive market reaction to be mostly limited, as the BJP victory seemed largely priced in. Although we believe some obstacles remain on the pathway to the economic reforms Modi has promised, we think he'll push for policy continuity with his initiatives.” – Sukumar Rajah, Franklin Templeton Emerging Markets Equity

Why It’s Not Time to Squeeze the Brakes on Indian Equities
Asia

Why It’s Not Time to Squeeze the Brakes on Indian Equities

“We think there is more room for Indian equities to potentially appreciate. We believe India’s favourable demographic backdrop could lead to more growth in the equity market, particularly in large-cap stocks.” - Sukumar Rajah, Franklin Templeton Emerging Markets Equity