Investment Adventures in Emerging Markets

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.

Investing Beyond the Storm: A View from the MENA Region
MENA Region

Investing Beyond the Storm: A View from the MENA Region

The economic fallout from COVID-19 hit oil-exporting countries hard. Global Sukuk and MENA Fixed Income’s Dino Kronfol and Franklin Templeton Emerging Markets Equity’s Salah Shamma are nonetheless optimistic about the prospects for the Middle East and North Africa (MENA) region. They say a recovery could gather pace for the rest of 2021 on the back of sweeping structural reforms.

Why the MENA Region Can Survive US/China Trade Disputes
MENA Region

Why the MENA Region Can Survive US/China Trade Disputes

As the world focuses on US/China trade spats, our on-the-ground team sees opportunities emerging in the MENA region.

Why the MENA Region Appears to be on Firmer Footing
MENA Region

Why the MENA Region Appears to be on Firmer Footing

“It may have gone unnoticed to some investors, but the GCC region is a significant issuer of emerging-market sovereign debt, which is becoming an increasingly relevant component in global bond markets.” - Dino Kronfol and Bassel Khatoun