Investment Adventures in Emerging Markets

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.

Emerging Markets Insights – A greener future
Perspective

Emerging Markets Insights – A greener future

Following a lackluster start to the year, foreign investors now seem to be noticing emerging markets—and there are reasons to be optimistic the trend will continue, according to Franklin Templeton’s Emerging Markets Equity team.

Financial inclusion efforts in Mexico give way to new market highs
Latin America

Financial inclusion efforts in Mexico give way to new market highs

Global investors might not be aware that Mexico’s stock market has been rising to new heights this year. Dina Ting, Head of Index Portfolio Management, Franklin Templeton ETFs, makes the case to consider adding some exposure.

Update on India: Time to take another look
Asia

Update on India: Time to take another look

India’s stock market has underperformed global markets overall as well as some of its emerging market regional peers so far this year. However, there are signs that perhaps the tide has turned, and investors may be taking another look, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He shares his latest outlook in light of recent events.

Emerging Markets Insights: Emerging market earnings outlook
Perspective

Emerging Markets Insights: Emerging market earnings outlook

The earnings season in emerging markets is underway, and flat headline earnings growth in 2023 masks significant divergence across individual markets, according to Franklin Templeton’s Emerging Markets Equity.

Under the Macroscope: China’s consumption triangle—a possible trinity
Asia

Under the Macroscope: China’s consumption triangle—a possible trinity

China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.

Emerging Markets Insights: Emerging market banks are resilient
Perspective

Emerging Markets Insights: Emerging market banks are resilient

Banks in emerging markets are more resilient than US and European banks that suffered a liquidity crisis, according to Franklin Templeton’s Emerging Markets Equity team. Find out why:

Middle East & North Africa: New growth drivers
MENA

Middle East & North Africa: New growth drivers

The MENA region is home to a number of dynamic countries and companies—with a diverse range of investment opportunities. Franklin Templeton Emerging Markets Equity’s Salah Shamma and Bassel Khatoun make a case for investing in the region.

Emerging Market Insights: Headwinds for EMs from higher bond yields
Perspective

Emerging Market Insights: Headwinds for EMs from higher bond yields

Market swings seem likely in coming months, but Franklin Templeton’s Emerging Markets Equity team is focused on corporate fundamentals and longer-term structural trends including digitalization and premiumization. Get the team’s latest outlook.

The China equity rally is not over yet
Asia

The China equity rally is not over yet

Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter of last year. Senior ETF Investment Strategist Marcus Weyerer shares reasons for optimism.

Investment opportunities in Latin America
Latin America

Investment opportunities in Latin America

The Franklin Templeton Emerging Markets Equity team discusses the three themes of renewables, nearshoring and consumption in Latin America from an investor perspective.