Mensuel de janvier 2019 - Fonds / Bourse

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Emerging Markets Equity Investing: Never Waste a Crisis
By Chetan SEHGAL, CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity   “Emerging markets are confronted with a number of near-term challenges, resulting in valuations that were approaching crisis levels by November 2018—but longer-term buying opportunities for us are developing given continued underlying fundamental strengths.”   In 2018 the world economy—and global relations—entered unfamiliar territory, with rising geopolitical and policy risks. We are witnessing the global supply chains and trading relationships that have been integral to growing global prosperity come under increasing pressure. Thus far, emerging markets (EMs) appear to have borne the brunt of the fallout: an asymmetric—and, in...
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