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COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November

The year looks like it’s ending on an optimistic note as emerging markets are holding strong overall, according to our Emerging Markets Equity team. The team outlines reasons 2021 could bring brighter days, and offers highlights of news and events driving emerging markets during the month of November.

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

August Ruled by Global Economic Slowdown and Trade Fears

Trade fears, social unrest in Hong Kong and Brexit uncertainties weighed on markets in August. Franklin Templeton Emerging Markets Equity expects continued volatility, but an interest-rate cut from the US central bank in September could help stabilize emerging market currencies. The team shares its latest outlook.

A View from Mexico on a New North American Trade Pact

A new historic agreement to replace the North American Free Trade Agreement (NAFTA) was recently struck between the United States, Mexico and Canada. In the United States, the new deal is officially called the United States-Mexico-Canada agreement, or USMCA. For Mexico, the Spanish translation has yet to be determined. Franklin Local Asset Management Mexico, Fixed Income team answers some questions about the implications of the new agreement for the country.

Mexico’s AMLO: A New Kind of Populist

The victory of leftist candidate Andrés Manuel López Obrador in Mexico’s presidential election shows populism can come in a variety of forms. Franklin Templeton Emerging Markets Equity’s Santiago Petri and Gustavo Stenzel offer their thoughts on what’s next for Mexico and its new president.

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players

“We think Latin America’s two largest economies, Brazil and Mexico, could continue to benefit from economic growth and reforms… However, we believe further reforms are needed, and upcoming elections in those countries could influence our outlook.” Gustavo Stenzel, Franklin Templeton Emerging Markets Equity

Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.

Mexico Entangled in US Election as Banxico Tightens

Regardless of statements about more restrictive trade, it will be very difficult if not impossible for US-Mexico trade to be destroyed since the links are too deep between the two countries.

Why We Think Mexico Is a Standout in Latin America

While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

Oman

Opportunities in Southeast Asia (video)

Africa: Challenges and Outlook