Beyond Bulls & Bears

Quick Thoughts: What happens when election results are unexpected?
Emerging Markets

Quick Thoughts: What happens when election results are unexpected?

South Africa, Mexico and India all had unexpected election results. Find out what this means for the markets from Franklin Templeton Institute’s Stephen Dover and Kim Catechis.

India elections: reduced BJP majority, but growth remains the focus
Emerging Markets

India elections: reduced BJP majority, but growth remains the focus

Regarding India’s elections, is important to focus on the long term, and our Emerging Markets Equity team does not anticipate significant policy changes in Modi’s likely third term.

India’s post-election growth outlook and investment opportunities
Emerging Markets

India’s post-election growth outlook and investment opportunities

Following the results from India’s weeks-long elections, Hari Shyamsunder, Senior Client Portfolio Manager for Franklin Templeton Emerging Markets Equity, discusses the implications of the electoral outcome. Hari also explores the key trends stimulating India’s economic growth and its long-term investment outlook.

Is Brazil Compellingly Out of Sync?
Perspectives

Is Brazil Compellingly Out of Sync?

The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.

Ukraine-Russia Tensions Signify a Multi-Polar World
Emerging Markets

Ukraine-Russia Tensions Signify a Multi-Polar World

Ukraine-Russia tensions are making headlines—here’s a quick take from Brandywine Global’s Francis Scotland on how he views the situation from an investment-management lens.

Quick Thoughts: China’s New Regulatory Cycle
Emerging Markets

Quick Thoughts: China’s New Regulatory Cycle

China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility. Our Chief Market Strategist, Stephen Dover, discusses China’s aspirations to increase economic growth while also providing social fairness and stability.

Quick Thoughts: New Realities in Emerging Markets
Emerging Markets

Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses EM disruption, transformation, and digitalisation themes, and why he sees a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.