Investment Adventures in Emerging Markets

Enter the dragon: Parsing Lunar New Year opportunities among emerging markets

As we enter the year of the dragon, Dina Ting, Head of Global Index Portfolio Management, assesses the opportunities and risks in China and Taiwan, which saw divergent market performance last year. She also highlights a region that not only has seen rising engagement with China but was also an EM bright spot that outperformed the S&P 500 Index in 2023—Latin America.

Consider This: Indonesian elections 2024—what’s in it for investors?
Asia

Consider This: Indonesian elections 2024—what’s in it for investors?

As Southeast Asia’s largest economy and third-largest democracy in the world, Indonesia’s elections are likely to have implications for global investors. Franklin Templeton Investment Institute Investment Strategist Kim Catechis weighs in.

Emerging Market Insights: China policy recalibration
Asia

Emerging Market Insights: China policy recalibration

Our Franklin Templeton Emerging Markets Equity team is thinking about three things this month: China policy recalibration, US interest rates and global elections.

Recovery road map in the year of the dragon
Perspective

Recovery road map in the year of the dragon

As we enter the year of the dragon, get thoughts from the Franklin Templeton Emerging Markets Equity team on the road map for recovery in China’s economy and equity markets.

Emerging Market Insights: 2024 Outlook
Perspective

Emerging Market Insights: 2024 Outlook

Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. Get the latest outlook from Franklin Templeton Emerging Markets Equity.

India in 2024 and beyond
Asia

India in 2024 and beyond

In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.

Consider This: Is India the new China?
Asia

Consider This: Is India the new China?

India appears to be facing an unprecedented window of opportunity right now, and international investors are asking: Is this the new China? Thoughts from Franklin Templeton Institute’s Kim Catechis.

Emerging Market Insights: Easier financial conditions in emerging markets
Asia

Emerging Market Insights: Easier financial conditions in emerging markets

Interest-rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors
Asia

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors

The recent meeting between US President Joe Biden and China’s President Xi Jinping seemed to reassure investors, dispelling significant geopolitical uncertainty this year, according to Christy Tan of Franklin Templeton Institute.

Emerging Market Insights: Middle East impact muted
Perspective

Emerging Market Insights: Middle East impact muted

Fears of higher interest rates for longer continue to weigh on equities—including those in emerging markets. Franklin Templeton Emerging Markets Equity explores this and more in its latest market outlook.

Brazil’s equities and the price of oil: Enabling turbo mode?
Latin America

Brazil’s equities and the price of oil: Enabling turbo mode?

Brazil, the world’s eighth-largest oil producer, could cover half of the world’s offshore oil production by 2040. What’s the relationship between oil prices, Brazilian equities and the policies of President Luiz Inácio Lula da Silva? Franklin Templeton’s Marcus Weyerer and Dina Ting opine on Brazil’s economic landscape and potential opportunities a year out from Lula’s last election victory.

Emerging Markets Insights: Golden Week
Perspective

Emerging Markets Insights: Golden Week

While China’s recovery will aid trade and benefit other emerging markets (EMs), at a sector level, local, consumption-driven growth will remain a core theme for many EM economies, according to Franklin Templeton Emerging Markets Equity.