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Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some
Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent! While we are bottom-up investors, we also take into account big-picture context. Here, I outline what’s happened in the emerging markets universe in the second quarter of the year, including some key events, milestones and data points going back a bit further to offer some perspective. Overall, the second quarter was positive for emerging markets, with those in Europe most impacted by the United Kingdom’s decision to leave the European Union (EU), while emerging markets in Latin America and Asia fared better.

Emerging Markets: Mapping the Opportunities
In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds us how each country handles its political and economic challenges will ultimately determine its viability. Here, CIO Michael Hasenstab offers an overview of the team’s views in this brief excerpt from the full research-based briefing.

Global Equity Markets Round Up - April 16
Get a quick 10 minute briefing on market movements and key drivers across the world with our monthly equity market round up

Global equity markets round up - March 2016
Get a quick wrap up of global market movements and drivers from this monthly wrap up

Global equity market wrap - February 2016
Get a quick round-up of global equity markets in this concise monthly market wrap.

Hollywood movie inspired my diversification thrust
Abhenav Khettry, Vyana Wealth, Kolkata, discusses how a quip by the protagonist in a Hollywood movie led him to develop an equity investing strategy that clients are actually looking out for

Time to say bye-bye to global diversification?
With a strengthening currency and buoyant home markets, is it time to say bye-bye to global diversification? Leading IFAs share their perspectives

Global goals of new generation clients call for globally diversified portfolios
Shiney Sebastian and Maxie Jose, the hugely successful couple who run Affluenz Financial Services, one of Kerala?s largest IFA firms, have been strongly recommending global diversification to their affluent clients.

Big gap in offshore feeder fund product offerings
Surya Bhatia, Asset Managers, Delhi, says that there is a big gap in the suite of offshore feeder funds that are currently available in our market, which fund houses would do well to plug. Surya - one of Northern India’s most successful advisors, worries whether investors are considering global funds now for the right reasons, or perhaps the wrong reasons. He believes advisors have a crucial role to play in ensuring that their clients invest globally for the right reasons and not the wrong ones. Read on as Surya explains the 4 key points he urges advisors to help clients with, to ensure that they invest successfully in global markets.

Investment opportunity is the primary driver for us, not just currency
In the inaugural article of Think Global : Advisor Perspectives, Dhruv Mehta, one of India's leading IFAs and Chairman of FIFA shares with us his perspectives on why he strongly believes in global diversification of client portfolios, and the opportunities and challenges in helping investors embrace this concept as part of their investing strategy.

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