Investment Adventures in Emerging Markets

Emerging-Market Resilience

Volatile market action in early February caught many investors off guard. While many were rushing for the exits at the first sign of turmoil, Templeton Emerging Markets Group’s Chetan Sehgal and Claus Born have been emphasizing calm. They point to resilience within emerging markets overall in the long term and still find plenty of reasons to be optimistic about the year ahead.

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Perspective

Emerging Markets January 2018 Update: A Strong Start

The first month of 2018 saw a strong start for emerging-market equities overall amid a generally solid fundamental backdrop. Stephen Dover, Franklin Templeton’s head of equities, and Chetan Sehgal, director of portfolio management with Templeton Emerging Markets Group, present an overview of emerging-market developments in January, including some events, milestones and data points to offer perspective.

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Perspective

Saudi Arabia’s Emerging-Market Pursuit

Saudi Arabia’s potential upgrade to emerging-market status could cause new investors to take notice. Bassel Khatoun explores the implications for equity markets both in the Kingdom and the wider region.

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Perspective

New Directions: A Note from Stephen Dover

"We have a long history of investing in emerging markets. I’m confident a new generation of leaders will carry on the rich legacy Mark Mobius and the late Sir John Templeton pioneered." - Stephen Dover, head of equities, Franklin Templeton Investments

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Perspective

The Next Chapter

“I think what’s kept me young at heart is probably the interest that I have in almost everything. I have a very deep interest in so many areas of life. I like to keep studying and learning, I keep my brain active as well as my body. I also try to have a positive attitude towards life—that’s very, very important.” - Mark Mobius

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History

Emerging Markets Through the Years

"I’ve seen some amazing transformations taking place in emerging markets first-hand through my travels—including transformation in travel itself! These markets continue to evolve and present new opportunities for investors and tourists alike." - Mark Mobius

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Guest Bloggers

Emerging Markets Fourth-Quarter Recap and Outlook: 2017 Ends with a Bang

Emerging markets did well in 2017, and we expect the asset class to remain on an upward trend in 2018 against a favorable backdrop of robust economic growth, increased asset inflows, solid foreign reserves, strong current accounts and stable local currencies.” - Stephen Dover, Templeton Emerging Markets Group

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Guest Bloggers

Emerging Market 2018 Outlook

"We are very excited about frontier markets around the world, not only in Africa but also in Asia and Latin America. We view these markets as offering the opportunities of tomorrow, ideally for longer-term investors with a time horizon of over five years.” - Chetan Sehgal and Carlos Hardenberg, Templeton Emerging Markets Group

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Perspective

Back to Brazil

"Brazil has only recently emerged from a prolonged recession and its challenges, including corruption scandals within the government and corporations, are certainly well known. However, Brazil’s economy is large and holds many potential opportunities for investors amid a backdrop of improving fundamentals.” - Mark Mobius

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Perspective

China Clears Way for More Foreign Participation

"It appears China’s leadership continues to pursue key reforms, and not only in the area of finance. We welcome its efforts to further liberalize all areas of the economy and market." - Mark Mobius

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History

Finding My Roots in Germany, and a Piece of Musical History

"While emerging markets have been my area of focus for several decades, I also travel extensively to developed countries, too. It’s quite enlightening to see how once 'emerging' countries still cherish their heritage. On my most recent trip to Europe, I decided to take some time off to visit my father’s hometown of Erlbach near Dresden, Germany." - Mark Mobius

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Guest Bloggers

Eastern Europe and the Polish Surprise

"Emerging Europe is a quite broad and diversified region. We think there are a variety of excellent investment opportunities there, but only if companies and country exposures are carefully selected. This has been quite evident this year when you look at the performance of equity markets across the region.” - Greg Konieczny, Templeton Emerging Markets Group