Investment Adventures in Emerging Markets

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Frontier Markets

Unlocking Romania’s Potential

Romania’s ambition to gain emerging-market status has not gone unnoticed, with its efforts rewarded in placement on FTSE’s “watch list”. Our Johan Meyer shares what he thinks it could take for Romania to make the cut.

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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.

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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.

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Perspective

Emerging Markets April 2018 Recap and Outlook: Look Beyond the Headlines

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 April, including some events, milestones and data points. They say there was certainly no shortage of geopolitical news during the month, but note that solid businesses have the potential to do well in many different environments.

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Perspective

Emerging Markets Experience a Volatile First Quarter

Franklin Templeton Emerging Markets Equity’s Manraj Sekhon and Chetan Sehgal present the team’s first quarter emerging-market recap, including a look at potential impacts from the recent US-China trade skirmish.

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Perspective

Emerging Markets February Recap: Resilient

“While volatility has heightened recently, we believe that emerging-market (EM) fundamentals remain sound. We believe EM equities have reached an inflection point in regard to earnings and appear to be providing us with valuation opportunities we do not generally see in most developed markets.” – Manraj Sekhon and Chetan Sehgal, Franklin Templeton Emerging Markets Equity

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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.