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Policy has recently had positive effects on Chinese equities, in the view of Templeton Global Investments. The group also describes potential risks in China as well as progress toward a US-India trade agreement.

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

Three things to watch this month from Franklin Templeton Emerging Markets Equity: China’s Golden Week, tariffs on India and the likelihood of a year-end market rally.