Investment Adventures in Emerging Markets

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?

What could a recovery look like for Chinese equities? Thoughts from Franklin Templeton Emerging Markets Equity’s Michael Lai.

PODCAST: Perspective on China and Emerging Markets: Recovery Begins
Asia

PODCAST: Perspective on China and Emerging Markets: Recovery Begins

While the United States and Europe are just starting to feel the economic impacts of the coronavirus, China is starting to recover. In our latest podcast, Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity offers some perspective from Asia and where potential investment opportunities may be found in emerging markets.

The Oil Price Plunge and Emerging Markets Impact
MENA

The Oil Price Plunge and Emerging Markets Impact

Falling oil prices can be a double-edged sword in terms of economic impact: welcomed by consumers, but not by producers. Franklin Templeton Emerging Markets Equity’s Bassel Khatoun shares his thoughts on the impact of lower oil prices on emerging market economies and some considerations for investors.

Equity Markets Hit by Global Spread of Coronavirus in February
Asia

Equity Markets Hit by Global Spread of Coronavirus in February

Our Emerging Markets Equity team examines the impact of the spread of coronavirus across emerging market economies during the month of February. 

Why the MENA Region Can Survive US/China Trade Disputes
MENA Region

Why the MENA Region Can Survive US/China Trade Disputes

As the world focuses on US/China trade spats, our on-the-ground team sees opportunities emerging in the MENA region.

A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets
Perspective

A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets

While there are a number of uncertainties in the global economy today, many investors may not realize the depth and breadth of potential opportunities emerging markets still offer—on both the equity and fixed income side. Franklin Templeton Multi-Asset Solutions’ Subash Pillai outlines the team’s approach to risk management when it comes to emerging market investing, noting that not all countries in this category should be viewed through the same lens.

Fears Over Virus Outbreak Curb Investor Optimism in January
Asia

Fears Over Virus Outbreak Curb Investor Optimism in January

Our emerging markets equity team looks at news and events shaping emerging market performances in January, from coronavirus fears to trade to Middle East tensions.

India Budget 2020: A Step in the Right Direction, but a Push Is Needed
Asia

India Budget 2020: A Step in the Right Direction, but a Push Is Needed

As investors digest the latest takeaways from the 2020 India budget, here’s our breakdown of the impact it could have on India’s economy.

Opportunities on the African Continent – A Balancing Act
Perspective

Opportunities on the African Continent – A Balancing Act

It would be remiss to paint the African continent with one brush, according to Danesh Ranchhod.

Coronavirus and the Implications for Emerging Markets
Asia

Coronavirus and the Implications for Emerging Markets

In addition to the toll on human lives, the coronavirus outbreak in China brings potential economic and market implications for China and beyond. Franklin Templeton Emerging Markets Equity team has been monitoring the situation and weighs in with some thoughts, comparing it to the outbreak of SARS in 2003.

Could Malaysian Equities See a Modest Recovery in 2020?
Asia

Could Malaysian Equities See a Modest Recovery in 2020?

What could support a modest recovery for Malaysian equities? Our Edward Pang and Ismar Izhar share their observations for the year ahead.

Emerging Markets End 2019 on a High Note
Perspective

Emerging Markets End 2019 on a High Note

Emerging markets ended 2019 on a high note, but can the momentum continue? Our emerging markets equity team weighs in, highlighting the market news and events it has an eye on.