Investment Adventures in Emerging Markets

Emerging Markets Race Ahead in January
Asia

Emerging Markets Race Ahead in January

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.

Chinese New Year: Symbolism in the Year of the Pig
Asia

Chinese New Year: Symbolism in the Year of the Pig

As many come together to celebrate Chinese New Year, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness take a look into what the pig symbolizes, and how the pig might lend another way to consider emerging markets in the year ahead.

The Impact of US Policy on Emerging Markets: Three Investor Misconceptions
Asia

The Impact of US Policy on Emerging Markets: Three Investor Misconceptions

As investors continue to grapple with global market volatility, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal opines on three misconceptions or factors he thinks investors are overlooking, and why he’s optimistic for the longer term.

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018
Perspective

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018

Numerous uncertainties weighed on investor sentiment in 2018 and led to a down year for emerging markets overall, although the fourth quarter saw some outperformance versus developed markets. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in the fourth quarter of 2018, along with their current outlook.

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”
Asia

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”

“Despite some impact from a rising US dollar, we’ve seen some dramatic changes made to financial markets in emerging Asia since the AFC. This suggests to us that the emerging-market fundamentals we see today are more resilient and should avoid a repeat of the 1997 crisis.” – Chetan Sehgal, Franklin Templeton Emerging Markets Equity

November Market Recap and Outlook: Bulls Return to Emerging Markets
Perspective

November Market Recap and Outlook: Bulls Return to Emerging Markets

Emerging markets saw a rebound in November, as investors embraced bits of positive news in regard to an easing in US-China trade tensions and as well as slightly dovish thinking about the pace of US interest rate increases. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in November along with their current outlook.

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors
Asia

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors

“In fact, we believe rising US protectionism could act as a spur to some developing economies and encourage more regional trade agreements between emerging markets.” Chetan Sehgal, Franklin Templeton Emerging Markets Equity

October Market Recap and Outlook: A Sea of Opportunities
Perspective

October Market Recap and Outlook: A Sea of Opportunities

Emerging markets continued to struggle in October amid an environment of heightened equity-market volatility globally. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, believe the pullback presents long-term investors with opportunities amid what they dub an overreaction. They present the team’s overview of the emerging-markets universe in October.

A Prescription for Innovation
Perspective

A Prescription for Innovation

The word “innovation” is typically associated with technology, but innovation comes in many forms and across many industries. Franklin Templeton Emerging Markets Equity’s Krzysztof Musialik sees innovation taking place within the health care and pharmaceuticals industries in emerging markets—even driving change in developed markets.

The Race to Harness AI Technology in Asia
Asia

The Race to Harness AI Technology in Asia

“As the race to harness new technology heats up across the globe, we’ve already seen signs that Asia is at the forefront of integrating automation into our everyday lives.” Sukumar Rajah and Eric Mok, Franklin Templeton Emerging Markets Equity

Not All Emerging Markets Are Equal
Perspective

Not All Emerging Markets Are Equal

“We find a disconnect between the negative sentiment permeating the market and positive EM equity fundamentals, including rising cash flows, improving capital-allocation discipline, corporate deleveraging, healthy earnings and discounted valuations.” - Manraj Sekhon and Chetan Sehgal, Franklin Templeton Emerging Markets Equity

August Recap and Outlook: Finding Opportunities in Volatility
Perspective

August Recap and Outlook: Finding Opportunities in Volatility

Market volatility marked the month of August, with sharp declines in the Turkish lira and Argentine peso souring investor sentiment for emerging markets overall. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in August and why they don’t see the asset class heading for a severe crisis.