Investment Adventures in Emerging Markets

Emerging Market Insights: Middle East impact muted
Perspective

Emerging Market Insights: Middle East impact muted

Fears of higher interest rates for longer continue to weigh on equities—including those in emerging markets. Franklin Templeton Emerging Markets Equity explores this and more in its latest market outlook.

Brazil’s equities and the price of oil: Enabling turbo mode?
Latin America

Brazil’s equities and the price of oil: Enabling turbo mode?

Brazil, the world’s eighth-largest oil producer, could cover half of the world’s offshore oil production by 2040. What’s the relationship between oil prices, Brazilian equities and the policies of President Luiz Inácio Lula da Silva? Franklin Templeton’s Marcus Weyerer and Dina Ting opine on Brazil’s economic landscape and potential opportunities a year out from Lula’s last election victory.

Emerging Markets Insights: Golden Week
Perspective

Emerging Markets Insights: Golden Week

While China’s recovery will aid trade and benefit other emerging markets (EMs), at a sector level, local, consumption-driven growth will remain a core theme for many EM economies, according to Franklin Templeton Emerging Markets Equity.

Growth opportunities in emerging markets
Asia

Growth opportunities in emerging markets

Emerging markets offer dynamic growth opportunities for investors, from consumer goods to logistics to technology. Find out more from Franklin Templeton Emerging Markets Equity’s Chetan Sehgal.

India takes on a commanding new role
Asia

India takes on a commanding new role

India is growing in influence on the world stage, and its vibrant market is worth paying attention to, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs. Find out more.

Emerging Markets Insights: From BRICS to BRICS+
Perspective

Emerging Markets Insights: From BRICS to BRICS+

The opportunity set is wide and growing wider in emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Emerging Markets Insights: Fund flows improving
Perspective

Emerging Markets Insights: Fund flows improving

Uncertainty toward emerging market economies is waning, as countries are focusing on growth strategies and policies to spur their respective economies. Franklin Templeton Emerging Markets Equity explores the investment implications.

India—prepared for takeoff
Asia

India—prepared for takeoff

In addition to increasing demand for air travel due to a rapidly growing population, other positive trends are setting the stage for India’s economy and markets to take off. Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses the country’s supportive government programs as well as its market’s strong financial, IT and energy sectors.

Emerging Markets Insights: The dominance of technology
Asia

Emerging Markets Insights: The dominance of technology

Emerging markets have been adopting new technologies, which solve existing challenges, raise productivity and reflect changing consumption patterns. Learn more from Franklin Templeton Emerging Markets Equity.

Under the Macroscope—A nimble bull in a China shop
Asia

Under the Macroscope—A nimble bull in a China shop

Concerns about China’s post-COVID recovery has recently been intensified. However, Franklin Templeton Institute Investment Strategist Christy Tan believes that policy support and an improving global outlook could benefit Chinese equity and fixed income markets in the second half of the year.

Green steel
Asia

Green steel

The steel industry is one of the largest contributors to global carbon emissions. The challenge in producing green steel from zero-emissions hydrogen is cost. A report from Franklin Templeton Emerging Markets Equity focuses on the process to produce green steel, breaking down the costs and technology used in each step in the process.

Materials as a building block of Mexico’s market resilience
Latin America

Materials as a building block of Mexico’s market resilience

Mexico’s stock market has been performing well this year, with “green” initiatives in the cement industry playing a part. Dina Ting, Head of Global Index Portfolio Management at Franklin Templeton, discusses some interesting factors behind the market’s top-performing sectors and industries, and why they may be worth a closer look.