Investment Adventures in Emerging Markets

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Asia

Implications of Malaysia’s Election Surprise

Malaysia’s general election resulted in a stunning upset, ending the rule of the party that had been in power more than 60 years, since the country gained independence. Franklin Templeton Emerging Markets Equity’s Gerald Sheah discusses the implications of the opposition-party victory there, a momentous event in Malaysia’s history.

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Latin America

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players

“We think Latin America’s two largest economies, Brazil and Mexico, could continue to benefit from economic growth and reforms… However, we believe further reforms are needed, and upcoming elections in those countries could influence our outlook.” Gustavo Stenzel, Franklin Templeton Emerging Markets Equity

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Asia

US-Led Trade Dispute Could Present Opportunities in Emerging-Market Stocks

“Much discussion has been devoted to the escalating United States-China trade dispute as of late, as both sides threaten tariffs on products ranging from pork to aircrafts… But despite the tit-for-tat measures we’ve seen between United States President Donald Trump and Chinese officials, we don’t think this war of words will affect China in the long term.” - Sukumar Rajah, Franklin Templeton Emerging Markets Equity

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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

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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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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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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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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History

Croatia’s Many Cultural Ties

"Unique things and good taste have not gone out of style in Croatia. It isn’t surprising that travel and tourism are a big part of Croatia’s economy, given its beautiful beaches, great food and mild weather.”- Mark Mobius

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Perspective

Business and Politics in South Korea

“Some commentators say that it is very difficult for South Korea to break the tie between politics and business, but we have seen corporate governance undergoing substantial change as a result of recent scandals." - Mark Mobius

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Perspective

On Travels and Travails

I recently made a stop in Canada and sat down with one of my colleagues to record a podcast. We talked at length about a range of topics, including my childhood, my career, what I’m excited about today and why I never plan to retire!

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History

ASEAN’s Golden Anniversary

"The Association of Southeast Asian Nations (known as ASEAN) celebrated its 50-year anniversary in early August. I think ASEAN can continue to see progress as these economies continue to grow, and we welcome the opportunity to unlock investment opportunities there." - Mark Mobius