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Positive backdrop for emerging market equities, says Templeton CIO

Supportive factors include China reforms, benign interest rates, a more muted US dollar and optimism over US-China trade talks.

Genevieve Cua

Published Wed, May 01, 2019 · 5:50 am
Given the strong rally this year, markets may take a breather in the near term, cautions Mr Sekhon.

Franklin Templeton

Singapore

ATTRACTIVE fundamentals and favourable macro economic conditions are creating a favourable backdrop for a turnaround in emerging markets (EM) equities, says Manraj Sekhon, Franklin Templeton Emerging Markets Equity's (FTEME) chief investment officer.

"I believe we're at an interesting point. We've come through 12 to 18 months of significant challenges for the emerging markets. Today, the headwinds have disappeared or receded, or turned into tailwinds. The breadth of opportunity is as wide...

KEYWORDS IN THIS ARTICLE

Emerging markets

Trade war

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