Franklin Templeton's Emerging Markets Equity team walks through events moving emerging markets in April and discusses the three things the team is thinking about today. The team believes the current market environment provides an attractive entry point for investors, particularly in the small-cap stock space.
Three Things We're Thinking About Today
A higher-than-expected first-quarter economic growth rate of 6.4% and indications of a shift in focus to structural reform by senior leaders at the Politburo meeting raised market concerns that the Chinese government could refrain from implementing further stimulus measures. However, we do not expect