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Video: Franklin Templeton on China’s real opportunities

Beyond the noise, innovative EM companies are taking market share from developed market rivals, says Alistair MacDonald, vice president and institutional portfolio manager for emerging market equities.

MacDonald presented at the recent FSA Investment Forum in Bangkok on “The Chinese opportunity within global emerging markets”.

In the video, although he says China tends to attract negative sentiment due to trade war rhetoric, he explains where he sees opportunity and, in the context of global EM, what he is avoiding as well as the risks over the next eight to 12 months.



Part of the Mark Allen Group.