Beyond Bulls & Bears

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Multi-Asset

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?

Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy
Fixed Income

Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy

There are several “paradigm shifts” impacting markets today, according to Templeton Global Macro CIO Michael Hasenstab. He outlines how central banks might approach tapering of pandemic-driven asset purchases, and the potential investment risks and opportunities he sees.