China, U.S. trade tensions will reverberate across emerging markets
Emerging market equities will remain under pressure amid escalating trade tensions between China and the U.S.
Putnam Perspectives
Research insights from active investors
Posts by: Daniel J. Graña
China’s quest for artificial intelligence
China's hardware tech companies are embracing artificial intelligence, including self-driving cars and surveillance, as the government promotes AI hubs.
Can government reform brighten EM growth outlook?
Our research has identified both near- and long-term investment opportunities in EM countries that may benefit from a combination of policy reform, policy independence, and insulation from falling commodity...
Are China stocks in the bargain basement?
The magnitude of uncertainty in China’s politics and policy today is undeniably daunting. Western observers — and even the Chinese — simply do not know in what direction China’s...
Emerging-market consumers create potential growth
With Europe a source of macro risk, the investment opportunities generated by long-term growth in consumer spending across the world’s emerging markets appear more attractive in a global perspective.
Investing in Indonesia targets exports, consumers
An emerging market standout, Indonesia enjoys growth fueled by booming exports to China and an expanding middle class of consumers who create opportunities for domestically-oriented Indonesian companies.
A clearer view on China’s economy
Recent mixed data on China’s economy can be viewed constructively, rather than as a reason to fear a hard landing.
Emerging markets: Inflation likely to peak this summer, no hard landing
Rising inflation has become problematic for emerging markets over the past year. But a slowdown in the pace of rising commodity prices is one of several indicators that, in...
Middle East unrest: What it means for investors
In January, Egypt, the most populous country in the Arab world, erupted in mass protests against President Hosni Mubarak. After 18 days, Mubarak resigned and turned over all power...