Investment Adventures in Emerging Markets

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.

Views on Emerging-Markets Equity and Select EM Countries
Perspective

Views on Emerging-Markets Equity and Select EM Countries

In light of the Turkish lira and Argentine peso currency drops, fears of emerging-market (EM) contagion appear to be on the rise, and various EM currencies have been under pressure. Here, Franklin Templeton Emerging Markets Equity provides perspective on some of the impacted countries in the headlines recently: Argentina, Turkey, South Africa and Indonesia. In the team’s view, current EM weaknesses in select countries is not likely to result in macroeconomic contagion or broader asset-class crises.

Trade Turmoil Doesn’t Derail Our Outlook for India
Asia

Trade Turmoil Doesn’t Derail Our Outlook for India

Trade tensions have spooked investors in recent months, including those in India’s stock market. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the positive economic fundamentals he and the team see, and why they think India’s equity market should be able to weather recent challenges.

July Recap and Outlook: Frontier Markets Lead Rebound
Perspective

July Recap and Outlook: Frontier Markets Lead Rebound

July marked the first month of the calendar year where emerging markets posted positive performance overall, with frontier markets leading the way. 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 and three things on their mind in particular today.

Of Currencies, Trade and Other Clouds
Perspective

Of Currencies, Trade and Other Clouds

Emerging markets have struggled in the first half of this year amid a storm of uncertainties. Franklin Templeton Emerging Markets Equity’s Chetan Sehgal examines issues that have acted as clouds on the asset class—including a stronger US dollar and trade skirmishes—and highlights some positive longer-term fundamentals. He thinks some of the concerns are overblown.

Emerging Markets Suffer Second-Quarter Setback
Perspective

Emerging Markets Suffer Second-Quarter Setback

Emerging markets suffered a setback in the second quarter, but Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, don’t see a fundamental derailment.

Emerging Markets Experience a Healthy Correction in May
Asia

Emerging Markets Experience a Healthy Correction in May

Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon and Director of Portfolio Management Chetan Sehgal present an overview of emerging-market developments in May, including some events, milestones and data points.