India’s new budget aims to give the economy a boost via tax cuts and other measures to stimulate foreign investment. Franklin Templeton’s Sukumar Rajah says while there are likely to be some winners and losers from an investment standpoint, overall, the government seems to be moving in the right direction to spur economic growth.
It seems that for every retail mall that closes, a distribution warehouse opens. Franklin Real Asset Advisors outline the opportunities they see in new demand for logistics infrastructure.
The technology sector offers attractive long-term potential. In this article, Franklin Templeton champion the contributions of lesser known names and explores the opportunities presented by the rollout of 5G technology.
No longer simply copying advances made in the developed world, emerging market companies are now leading the way with growing research and development budgets and eye-catching innovations.
Sonal Desai offers her take on why the Fed might actually be exacerbating market volatility.
Recent attacks on oil tankers in the Middle East have grabbed headlines but other factors, namely global oil supply-demand dynamics, are more responsible for oil market volatility.
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.
Saudi Arabia’s inclusion in the MSCI Emerging Market Index marks a significant milestone, making the EMEA region much harder for global investors to ignore.
With no derivatives, bonds, loss-making entities, unquoted or overseas stocks, Colin Morton explains why he still favours a plain vanilla approach.
The size and sophistication of the small cap universe coupled with valuation anomalies stemming from reduced analyst coverage is driving opportunity
The impact of innovation on productivity, economic growth and global trade will be more profound than most people realise, according to Franklin Templeton Fixed Income CIO Sonal Desai.
With environmental, social and governance (ESG) considerations high on the agenda, investors should not have to sacrifice their green credentials in the search for yield.
Franklin Templeton’s Emerging Markets Equity team walks through events moving emerging markets. The team believes the current market environment provides an attractive entry point for investors.
Coming to terms with the return of volatility and the implications for the gilts market and why an active approach to gilts management makes sense.
While investor interest in emerging markets picked up in the first quarter of 2019, many seemed to overlook small-cap stocks.
Africa is often an overlooked part of the emerging-markets story and why recent investments from China reflect the growth potential for countries such as Kenya and Nigeria.
After a challenging 2018, investors embraced emerging markets again in the first quarter of 2019 amid supportive fundamentals, including a more dovish US Federal Reserve.
Colin Morton, Franklin UK Equity Team, believes there are some positive developments for the UK economy that many investors may have overlooked amid the Brexit gloom and uncertainty.
Three things we’re thinking about today: US-China trade deal, de-escalation between India & Pakistan and the case for higher economic growth in Brazil.
