franklin templeton local asset management - Beyond Bulls & Bears

Beyond Bulls & Bears

Equity

Counting the US Election Implications on the Global Markets

We don’t anticipate that the new US government will be against free trade; instead, we anticipate an emphasis on ensuring fair trade. The electorate’s rebellion against globalization is not about trade per se, but rather a reflection of the focus on income and job growth.

Stephen H. Dover, CFA | November 17, 2016

Equity

What’s Up for Equities Down Under?

If China’s growth rate continues to slow in the year ahead, the Australian economy may experience a corresponding falloff, with the natural resources sector likely to bear the brunt of the decline.

Andrew Sisson | December 15, 2015

An Alternative Perspective on Malaysia

We acknowledge the many challenges Malaysia faces economically and politically; however, we also believe the country will demonstrate its resilience in the years and months to come, especially over a long-term horizon.

July 14, 2015

How Sustainable Is India’s Stellar Growth?

Our team of investment professionals on the ground in India believe it is one of the few markets in the world where long-term fundamentals, as well as short-term fundamentals, are on track to show continued improvement.

March 12, 2015

India’s Landmark Election: A New Direction

As investors in India’s equity markets, we hope the recent election will lead to the creation of a stable government that is able to overcome what we regard as the prevailing political paralysis and push through major reforms awaiting government approval.

May 21, 2014

Emerging Markets: Ugly Duckling or Swan?

May 14, 2014

Qatar and UAE: Movin’ Up in the MENA Region

July 15, 2013

The Mexican Advantage

April 12, 2013

New Year’s Vantage Point: Stephen Dover

January 18, 2013

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