Poznaj mój zespół: Allan Lam
Gdy terytorium inwestycyjne rozciąga się na setki krajów na praktycznie wszystkich kontynentach i we wszystkich strefach czasowych, praca zespołowa okazuje się nieoceniona. Na szczęście mam wsparcie ze...
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Znaczący spadek czy lekka korekta rezerw walutowych rynków wschodzących?
Dla inwestorów interesujących się rynkami wschodzącymi, zrównoważony wzrost rezerw walutowych – nierzadko do poziomów przewyższających rezerwy większości gospodarek rozwiniętych – był ważnym atutem od...
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Nastroje inwestorów na świecie
Przeprowadzone dla Franklin Templeton globalne badanie nastrojów inwestorów w 2015 r. (GISS)[1] przyniosło kilka interesujących spostrzeżeń na temat poglądów, błędnych przekonań i uprzedzeń...
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Przełomowy rok dla rynków ASEAN?
Znaczenie rynków azjatyckich w globalnej gospodarce znacząco wzrosło na przestrzeni ostatnich lat i spodziewamy się kontynuacji tego trendu także w przyszłości. Wiele spośród tych krajów pracuje nad...
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Sytuacja na rynkach wschodzących: wszystko kręci się wokół banków [centralnych]
Tej wiosny, moje podróże przywiodły mnie do Europy, gdzie mam przyjemność rozmawiać z kolegami, klientami i przedstawicielami spółek z regionu, który wciąż jest na radarze naszego zespołu. Będąc...
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A Pivotal Year for ASEAN?
The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental...
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State of Emerging Markets: All About Those [Central] Banks
This spring my travels have taken me to Europe, where I’ve had the pleasure of speaking with colleagues, clients and companies in the region that are on our team’s radar. I’ll be back in London for...
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Developments in the Reform of China’s State-Owned Enterprises
Chinese stocks have been soaring in the first half of this year, and I’ve often been asked about whether I expect a correction—or whether there’s more room to run. It’s important to note that China’s...
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Building for the Future: Infrastructure in Emerging Markets
There has been a recent debate about whether the end of the commodities “supercycle” is over, and if we are entering a new era of lower prices for natural resources, particularly oil. While no one can...
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Growth Matters
As we see it, one of the biggest advantages emerging markets have offered investors is a strong growth story: Over the past decade, growth in emerging markets has outpaced growth in developed markets...
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Story of China Still Intact Despite Market Downturn
About six months ago, I was asked about China’s market, which had been surging. At that time, I felt there could be a significant correction in what looked to be an ongoing bull market, but a...
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The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?
In recent months, China has stepped up a longstanding campaign for its currency (officially called the renminbi [RMB] but also referred to as the yuan), to be included as a part of the composition of...
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Iran: Open for Business?
After years of negotiations, there has been a recent breakthrough between Iran, the United States and other world powers about Iran’s nuclear program. While the deal certainly was controversial, and...
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China’s Currency Moves
After a volatile month for China’s stock market in July, currency moves made news in August. On August 11, the People’s Bank of China (PBOC) made an adjustment that sent the yuan to its lowest rate in...
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Building Corridors to the Future in Pakistan
Pakistan is an example of a country many investors have shunned due to negative news and perceptions, but our take is that often things aren’t always as sensational as may be reported. We do know that...
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On Market Corrections, and Keeping a Calm Head
The global markets have experienced a late summer swoon, blamed on factors including concerns about slowing growth in China and the impact of a potential increase in US interest rates this autumn....
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Vietnam-EU Agreement: A Good Deal for Southeast Asia
After more than two years of negotiations, the European Union (EU) and Vietnam reached an agreement in principle for a new free trade deal.1 Our team believes this deal marks an important milestone...
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A Fed Move Could Be Good News for Emerging Markets
After months (if not years) of speculation and debate, the US Federal Reserve (Fed) has left the financial markets in a holding pattern once again, deciding to keep its benchmark short-term interest...
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Meet My Team: Carlos Hardenberg
I may be the most visible member of the Templeton Emerging Market Group, but behind the scenes (and often in front of them!) are many outstanding colleagues who I have great pleasure working with and...
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A Lens on Latin America
This month, the World Bank and the International Monetary Fund (IMF) will hold their joint annual meeting in Lima, Peru, marking the first time such an event has been held in Latin America in almost...
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