Lastly, we have been doing additional scenario analyses to better evaluate the bottom-up stock selection exposure and risks associated with different outcomes. Outlook and risks Overall growth is likely to be softer going into 2024. “Higher for longer” interest rates in the US ...
s growth and stock performance given its export dependence. However, some sectors, like semiconductor packaging and Android smartphone components, may offer relatively brighter outlooks. Meanwhile, Taiwan’s economy is projected to see GDP growth stabilize in 2024, likely supporting the market recov...
The breakneck pace has slowed considerably this year, however, and Bloomberg reported on July 22 that China and India "are the worst performers among the world's 20 largest stock markets." But as in all market slowdowns, where some see disaster, others spy opportunity. Templeton Asset ...
How to Invest in Emerging Market Equities as New US Policies Bite Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.Sammy Suzuki | Jan 23, 2025 Investment Insights Market Outlook for 2025: ...
Outlook In 2021, the “toggle” between aggressive growth at any price and low-quality value did no favors to our Fund, which is guided by the philosophy of forward-looking, sustainable and structural growth. Looking forward, selectivity is key, as the opportunity set is even more company-spe...
However, there may be volatility ahead, particularly as investment flows can often reflect ever-changing attitudes to perceived risk, with inflows as investors move “risk-on” and outflows as they move “risk-off” in outlook. Less mature markets tend to be heavily sentiment-driven, and so ...
Global Emerging Markets - 2025 Outlook What lies ahead for Emerging Markets Date published 12 Dec 2024 Tag Global Emerging Markets Global Emerging Markets Performance Review Q3 2024 We provide a performance review on Global Emerging Markets for the third quarter of 2024. Date published 31 Oct 2024...
(just) overtaking the U.S. Interestingly, U.S. potential GDP growth is expected to be materially faster than China’s at that point because of its better demographic outlook. With the right policies and institutions, today’s EMs are expected to make up seven of the world’s ...
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