Find ideas for investing effectively in emerging and frontier economies
Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.
China’s AI models raise questions about US models’ pricing, spending and valuations. We examine why we favour hyperscalers and semiconductor firms as winners of the next AI phase.
Emerging markets are a rich hunting ground for active managers, but volatility is embedded in the asset class.
India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
Global bond yields remain under pressure as Strait of Hormuz tensions flare. The 10-year JGB tops 3% for the first time since 1996, S&P affirms India's 'BBB' rating and the Bank of Korea hikes to 3...
A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selec...
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