Franklin Templeton’s Michael Hasenstab: How to navigate emerging markets
Put simply, we focus on countries that we deem to be fundamentally strong but, for one reason or another, are out of favor with investors.
One question my colleagues and I are often asked is how we select which countries to invest in, as some of our best known investments — such as Ireland, Ukraine, Hungary and, most recently, Brazil — have not necessarily been obvious choices.
The answer lies in a formula that we have de
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