Investment Adventures in Emerging Markets

US-China Trade Tensions Resurface as Lockdowns Lift
Asia

US-China Trade Tensions Resurface as Lockdowns Lift

As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface. Portfolio Manager Michael Lai offers his perspective from an investment lens on trade and other issues impacting China today.

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?
Asia

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?

What could a recovery look like for Chinese equities? Thoughts from Franklin Templeton Emerging Markets Equity’s Michael Lai.

China Lifts Foreign Investor Caps on Stock and Bond Markets
Asia

China Lifts Foreign Investor Caps on Stock and Bond Markets

China has long limited foreign investor access to its capital markets. However, the country recently announced it will lift restrictions, a move that further opens its markets to the global investment community. Franklin Templeton Emerging Markets Equity Portfolio Manager Michael Lai, who is based in Hong Kong, explains what this means.