Investment Adventures in Emerging Markets

Chinese A Shares Get MSCI Nod
Asia

Chinese A Shares Get MSCI Nod

Index provider MSCI recently announced plans to add more than 200 domestic Chinese equities to two of its benchmark indexes in two phases, starting May 31. Sukumar Rajah, senior managing director, Franklin Templeton Emerging Markets Equity, breaks down the implications for investors. He says the decision represents broad support of the government’s positive policy changes.

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

Implications of Malaysia’s Election Surprise
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.

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

An Active View of Emerging Market Small Caps
Perspective

An Active View of Emerging Market Small Caps

Many investors overlook small-capitalization stocks, and even more so in emerging markets. But perhaps more investors should take a closer look at the smaller end of the market spectrum, according to the Franklin Templeton Emerging Markets Equity team. Manraj Sekhon, Chetan Sehgal, Vikas Chiranewal and Krzysztof Musialik explore the opportunities for investors in this space, and why they believe active managers can add value.

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

Emerging Markets Experience a Volatile First Quarter
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.

Saudi Arabia’s First Successful Play for Emerging-Market Status
MENA Region

Saudi Arabia’s First Successful Play for Emerging-Market Status

“Saudi Arabia remains a reform story on many levels; capital market reform has culminated in FTSE Russell’s decision to classify it as an emerging market. In our view, it’s encouraging that the bold fiscal reforms we’ve seen will likely put Saudi’s economy on more sustainable footing over the long-term.” - Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity

Getting to Know Chetan Sehgal
Perspective

Getting to Know Chetan Sehgal

“In the 23 years I’ve been investing in emerging markets, the biggest change I’ve seen has been improvements in corporate governance. Sometimes, investors don’t realize how much difference legal, regulatory and institutional frameworks make, especially in emerging-market economies.” Chetan Sehgal, senior managing director, director of portfolio management, Franklin Templeton Emerging Markets Equity

Today’s Emerging Markets Embrace Technological Innovation
Perspective

Today’s Emerging Markets Embrace Technological Innovation

Emerging markets have not only embraced the use of technology, but have become global market innovators in many areas. Franklin Templeton Emerging Markets Equity's Chetan Sehgal takes a look at how emerging markets have embraced technology, and explains why he’s excited about investment opportunities in this space. He says emerging markets are now at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more.

Emerging Markets February Recap: Resilient
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

Why the MENA Region Appears to be on Firmer Footing
MENA Region

Why the MENA Region Appears to be on Firmer Footing

“It may have gone unnoticed to some investors, but the GCC region is a significant issuer of emerging-market sovereign debt, which is becoming an increasingly relevant component in global bond markets.” - Dino Kronfol and Bassel Khatoun