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Trade tensions caused investors to back away from emerging markets in May, but there are many reasons to be optimistic about the asset class and the earnings outlook ahead, according to Franklin Templeton's Emerging Markets Equity team. The team outlines recent news and events influencing the...
By Jeffrey Kleintop Last week, the April U.S. trade report revealed that overall U.S. imports are basically unchanged from the end of last year, but imports from China have plunged. Let's take a closer look at China's loss and which countries may be benefitting. U.S. imports from China t...
By Rashique Rahman , Head of Emerging Markets Debt Emerging markets debt outlook by Read more ...
It is quite ironical that EM, often perceived as a hotbed of political struggles, offers glimmers of stability today, when DM is roiled with all-round political uncertainty. Enough, probably is not quite enough though, given a choice many would "shun" the uncertainty surrounding us. On the con...
While the market-leading U.S. "FANG" stocks (Facebook (FB), Amazon (AMZN), Netflix (NFLX), and Google (GOOG) (GOOGL)) are well known to investors, their emerging market "BAT" cousins - Baidu (BIDU), Alibaba (BABA), and Tencent Holdings (TCEHY) - may be less familiar. But as the chart shows, mo...
In this video, I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations picture. The charts come from a recent edition of the Weekly Macro Themes report , which dealt directly with these issues as well as a couple of key suppo...
Here're some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do. 1. Cyclicals vs. Defensives - Keep an eye on EM: This is one of ...
By Morgan Harting Transcript: Emerging markets were up pretty sharply through the beginning of May: about 13% for equities, almost 7% for debt. Part of that was because of this consensus that developed that the US and China would reach some agreement on trade and there might be some...
By Conrad Saldanha, Senior Portfolio Manager — Emerging Markets Equity News flow may be distracting from emerging markets' attractive, mid-cycle fundamentals and valuations. Today's CIO Weekly Perspectives comes from guest contributor Conrad Saldanha. In last week's CIO Weekly...
By Shamaila Khan Emerging-market ((EM)) bonds got off to a strong start after a difficult 2018. Are more gains possible? We think so, and volatility sparked by increased trade tension may provide a buying opportunity for selective investors. Last year was a tough one for emerging-market ...