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Summary In the year that has passed since COP26 in Glasgow, there has been a seismic shift in the global geopolitical agenda for climate and sustainability. Countries will report on their progress towards meeting the goals set out in their NDCs. While COP27 has received far le...
Summary Considering the strategic fundamentals, the MSCI EM index is essentially a bet on the future prospects of Asia’s largest economies. Over the past 30 years, the S&P 500 has returned more than three times as much as the emerging markets index for a US-based invest...
Summary This week will be massive for markets as investors closely watch to see how inflation moderates. In addition to the inflation report and the midterm election, traders will also closely monitor the preliminary University of Michigan Survey. A quiet week as far as upper-...
Summary The national commitments set at COP27 are expected to be lackluster and the industry response slow compared to previous years. At COP27, governments will need to look beyond the backdrop of global unrest and work together to take climate action. The Group of 77, led by...
Summary Last month’s 20th National Congress of the Chinese Communist Party was the country’s most significant political event this year. As we expected, President Xi’s report to the Congress mainly focused on China’s long-term agenda: It continues the p...
Summary It appears to us that there is less potential for support for the country’s embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to China, Biden’s recent announcement basically expanded the numbe...
Summary The global economy has been hit by several headwinds, almost all of them leading back to higher inflation. Europe is likely already in recession, the U.S. will enter recession in Q2 2023, while China struggles to make recovery headway. Markets have faced up to the reality ...
Summary Mainland China is playing a leading role in the electrification of the commercial vehicle industry. The baseline weakness is anticipated to deepen into early 2023 under the continuation of the "dynamic zero-COVID" approach despite vaccination progress. Bus makers are b...
Summary The Franklin Templeton Emerging Markets Equity team offers some highlights of China’s 20th Congress and investment considerations. Continuity in policy direction is likely to remain, with quality growth a priority - promotion of common prosperity, housing for all, g...
Summary Gold demand (excluding OTC) in Q3 was 28% higher y-o-y at 1,181t. Year-to-date (y-t-d) demand increased 18% vs. the same period in 2021, returning to pre-pandemic levels. Central banks continued to accumulate gold, with purchases estimated at a quarterly record of nearly 4...