Investment Adventures in Emerging Markets

Aramco’s Share Sale May Revitalize Saudi IPO Pipeline

The listing of Saudi Arabia’s state-owned oil company could potentially reinvigorate the country’s IPO market, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun and Salah Shamma.

Emerging Markets Show a Quiet Resilience
Perspective

Emerging Markets Show a Quiet Resilience

Investors should pay attention to the economic evolution taking place in many emerging-market economies, according to Franklin Templeton Emerging Markets Equity's Andrew Ness.

Malaysia’s 2020 Budget: A Delicate Balancing Act
Asia

Malaysia’s 2020 Budget: A Delicate Balancing Act

Malaysia’s 2020 budget is a balancing act of narrowing the country’s fiscal deficit & avoiding an economic slowdown. Here’s why.

Monetary Easing Prevalent in Emerging Markets in the Third Quarter
Perspective

Monetary Easing Prevalent in Emerging Markets in the Third Quarter

The US-China trade conflict has remained at the forefront of investor concerns in recent months, with both governments imposing tariffs on each other’s goods. While continued tensions are likely to result in continued market volatility, Franklin Templeton Emerging Markets Equity nonetheless finds reasons to be positive about emerging markets, with a more dovish global central bank backdrop offering support.

The Emerging Market Appeal in a Low-Yielding World
Perspective

The Emerging Market Appeal in a Low-Yielding World

Global investors searching for income opportunities may find the current climate particularly challenging, given a growing pool of negative-yielding debt. Franklin Templeton Multi-Asset Solutions’ Subash Pillai outlines why he thinks yield-seeking investors might take notice of emerging markets.

India’s Surprise Tax Cut Comes at An Opportune Time
Asia

India’s Surprise Tax Cut Comes at An Opportune Time

A recent fiscal adjustment in India could improve its competitiveness among regional peers. Read insights from our Sukumar Rajah.

Looking Past the Hang-Ups for Asia’s Smartphone Industry
Asia

Looking Past the Hang-Ups for Asia’s Smartphone Industry

Despite the US-China trade war, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah doesn’t think the opportunity set for emerging markets is lost. He explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia.

China Lifts Foreign Investor Caps on Stock and Bond Markets
Asia

China Lifts Foreign Investor Caps on Stock and Bond Markets

China has long limited foreign investor access to its capital markets. However, the country recently announced it will lift restrictions, a move that further opens its markets to the global investment community. Franklin Templeton Emerging Markets Equity Portfolio Manager Michael Lai, who is based in Hong Kong, explains what this means.

August Ruled by Global Economic Slowdown and Trade Fears
Perspective

August Ruled by Global Economic Slowdown and Trade Fears

Trade fears, social unrest in Hong Kong and Brexit uncertainties weighed on markets in August. Franklin Templeton Emerging Markets Equity expects continued volatility, but an interest-rate cut from the US central bank in September could help stabilize emerging market currencies. The team shares its latest outlook.

Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia
Asia

Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia

There have been some noteworthy recent changes in the composition of two broad emerging market indexes that have investors taking notice. Domestic Chinese equities now have a greater presence in both the MSCI and FTSE Emerging Markets Indexes—with more shares still to be added. Meanwhile, Argentina and Saudi Arabia also saw status upgrades. Our Dina Ting and Louis Hsu discuss the significance of these changes for these countries, and for investors.

Central Bank Easing in Focus in July
Perspective

Central Bank Easing in Focus in July

"The recent truce in the US-China trade conflict was notable for its brevity: the increasingly antagonistic stance between the United States and China suggests the trade war will likely persist beyond the 2020 US presidential election cycle. We think investors should be prepared for ongoing market volatility." - Franklin Templeton Emerging Markets Equity

Our View as US-China Trade Tensions Deepen
Asia

Our View as US-China Trade Tensions Deepen

“The recent truce in the US-China trade conflict was notable for its brevity: the increasingly antagonistic stance between the United States and China suggests to us the trade war could persist beyond the 2020 US presidential election cycle, and investors should be prepared for ongoing market volatility.” – Sukumar Rajah and Jason Zhu, Franklin Templeton Emerging Markets Equity