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Franklin Templeton Emerging Markets Equity’s Andrew Ness looks at the latest developments in Asia, and considers how some cash-rich companies in North Asia could prove survivors of the crisis.

Global Flight to Safety Weighed on Emerging Markets in the First Quarter.

Emerging markets have recently seen other impacts than the tragic ones of COVID-19 outbreaks on their societies and economies, with spreads widening considerably. Three factors have been at play. First, was a rapid sell-off in global stock markets that followed the realisation that the global economy is heading for a recession. Second, investors shifted to intense risk aversion and the demand …

Amid slowing economic growth in India, the Modi government’s surprise corporate tax cuts have come at an opportune time.

Consumers in emerging markets are demanding more meat. But with virulent animal diseases threatening some traditional sources of their meat proteins, they are having to look beyond their domestic and regional markets to sate the demand.

President Jair Bolsonaro’s election ignited market optimism on promises to reform pensions to get Brazil’s fiscal house on a firmer footing. Franklin Templeton weigh in on what the breakthrough means for the country, and for investors.

Trade issues continue to dominate headlines, with easing in US-China trade tensions providing a boost to emerging markets overall during the month of June. But Franklin Templeton Emerging Markets Equity cautions trade-related headwinds could persist. The team shares its latest emerging-market outlook and explains why the small-cap space looks attractive right now.

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.