Investment Adventures in Emerging Markets

Emerging Markets Record Diverse Performances in November

It was a mixed month for emerging markets in November, as shifting expectations about a trade deal between China and the United States continued to drive market sentiment. Our emerging markets equity team explains why US-China trade issues may not be that big of a concern for some emerging markets, and provides an overview of the news and events shaping markets during the month.

What’s Ahead for the MENA Region?
MENA Region

What’s Ahead for the MENA Region?

As investors ponder the prospects for the MENA region, our MENA equity team picks out four countries that have caught their attention.

Corporate Governance in Emerging Markets: Progress and Opportunity
Perspective

Corporate Governance in Emerging Markets: Progress and Opportunity

There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps some regulators and companies in emerging economies have taken to improve corporate governance. They also share where they see opportunities for investors to potentially benefit from the positive trajectory of change.

Corporate Governance in Emerging Markets: Harnessing Winds of Change
Perspective

Corporate Governance in Emerging Markets: Harnessing Winds of Change

Emerging markets provide many potential investment opportunities, but corporate governance shortfalls can present challenges. Over the years, some countries have moved faster than others to plug their governance gaps. In the first of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness outline what corporate governance is and how emerging markets are making improvements in this area.

Optimism Returns to Emerging Markets in October
Perspective

Optimism Returns to Emerging Markets in October

A number of factors spurred improved investor sentiment in emerging markets over the past month, including an interest-rate cut from the US Federal Reserve. Franklin Templeton Emerging Markets Equity outlines the news and events shaping market moves during October, and the reasons why the team is optimistic about the coming year.

Aramco’s Share Sale May Revitalize Saudi IPO Pipeline
Perspective

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.