Investment Adventures in Emerging Markets

Why We Think Pre-Election Concerns Belie India’s Long-Term Promise
Asia

Why We Think Pre-Election Concerns Belie India’s Long-Term Promise

As India gears up for a general election in the spring, an increase in populist rhetoric among the country’s political parties may spook some investors. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah is more relaxed. He believes this jockeying for position is part and parcel of Indian politics and feels that the country’s solid fundamentals continue to present a positive story for investors.

Emerging Markets Record Mixed Performances in February
Perspective

Emerging Markets Record Mixed Performances in February

Emerging market equities saw mixed performances in February, with stocks in Asia faring better than stocks in Latin America and emerging Europe, which underperformed. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the month and where they see opportunities today. They see reasons to be optimistic about Brazil in particular.

Shifting Climate, Shifting Opportunities
Perspective

Shifting Climate, Shifting Opportunities

Climate change—like any type of disruption—has disparate impacts on people, places and things. It can also have disparate impacts on corporations and investments. Krzysztof Musialik, senior vice president, Franklin Templeton Emerging Markets Equity, explores how climate change has impacted the global economy, and has created new potential investment opportunities in the realm of the emerging market landscape.

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.

Liquidity Bump Underlines MENA Stocks’ Appeal in 2019
MENA Region

Liquidity Bump Underlines MENA Stocks’ Appeal in 2019

Salah Shamma, Franklin Templeton Emerging Markets Equity’s Head of Investment, MENA, sees an upcoming wave of liquidity that could create a splash for stocks in the MENA region in 2019. He explains what’s behind this potential liquidity wave—and why Saudi Arabia in particular is capturing investors’ attention.

Three Reasons to Embrace Emerging Market Corporate Credit
Perspective

Three Reasons to Embrace Emerging Market Corporate Credit

“Emerging market corporate debt is a large and well-diversified asset class of higher quality than many people realize. Valuations have improved and we think there are attractive yields on offer in what we consider a misunderstood part of the fixed income world.” - Robert Nelson, Portfolio Manager, Franklin Templeton Fixed Income Group

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.

Meet the Manager: Andrew Ness
Perspective

Meet the Manager: Andrew Ness

Franklin Templeton Emerging Markets Equity’s Andrew Ness has been investing in emerging markets for 25 years. Formerly a rugby player, meet Andrew and learn more about his investment approach.

Emerging Markets Equity Investing: Never Waste a Crisis
Perspective

Emerging Markets Equity Investing: Never Waste a Crisis

Emerging-market equity investors are likely happy to bid goodbye to 2018—a year filled with challenges and uncertainties. Chetan Sehgal, Franklin Templeton Emerging Markets Equity’s director of portfolio management, examines some of these challenges and uncertainties, and makes the case that investors may have been overreacting. He says many emerging markets were unjustifiably priced for crisis-type situations.

Emerging-Market Debt: Going into the New Year with More Realistic Prices
Perspective

Emerging-Market Debt: Going into the New Year with More Realistic Prices

Emerging markets as an investment class overall suffered a setback in investor sentiment in 2018, despite strong economic growth. William Ledward, Robert Nelson, Nicholas Hardingham and Stephanie Ouwendijk of Franklin Templeton Fixed Income Group take a look at emerging-market debt. They say that while EM bonds generally weakened in 2018, valuations now look attractive.