7月 2019 - 新兴市场的投资探险

新兴市场的投资探险

中东北非地区

巴西大刀阔斧进行改革

养老金制度一直是许多国家头疼的问题，在巴西无疑也是一个热门话题。巴西总统雅伊尔·博索纳罗（Jair Bolsonaro）的当选点燃了市场的乐观情绪，博索纳罗承诺对养老金制度进行改革，使得巴西财政机构更加稳固。巴西众议院通过一项新的养老金改革法案，使得博索纳罗承诺实现的概率大大增加。富兰克林邓普顿新兴市场股票团队 Gustavo Stenzel 与 Marcos Mundim 剖析这一突破对巴西和投资者意味着什么。

Gustavo Stenzel | 七月 19, 2019

亚洲

印度的财政预算已步入正轨

印度财政部长 Nirmala Sitharaman 最近公布了该国的新预算案，以期通过减税等措施，刺激外国投资，促进经济发展。富兰克林邓普顿新兴市场股票团队投资组合管理总监 Sukumar Rajah 表示，在提高商品和服务税合规性的前提下，这笔财政的账看起来较为合理，目标亦是可实现的。他说，虽然从投资的角度来看，可能会有赢有输，但总体而言，政府似乎正朝着正确的方向推动经济增长。

Sukumar Rajah | 七月 10, 2019

中东北非地区

中东北非固定收益：四个关键因素

投资者关注中东北非固定收益时，应考虑什么因素？富兰克林邓普顿 Dino Kronfol 分享了他认为目前最关键的四个因素。

Mohieddine (Dino) Kronfol | 七月 05, 2019

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