Investment Adventures in Emerging Markets

Shining a Spotlight on Solar in China
Asia

Shining a Spotlight on Solar in China

Technological disruptions continue to transform global society in many ways, and emerging markets have embraced them. In certain industries, these technological innovations are driving economic growth and presenting compelling new opportunities for investors. Franklin Templeton Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise shines a spotlight on one of these powerful new opportunities right above our heads—solar.

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

In the Face of an Uneven Economic Recovery
Perspective

In the Face of an Uneven Economic Recovery

First-quarter economic data suggest the longer-term global outlook and recovery will be anything but linear, argue Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, and World Bank Group Lead Economist for Malaysia Richard Record. In the midst of vaccination programmes and continued fiscal stimulus, they got together to discuss how they are navigating a mid-pandemic economy.

Bridging the ESG Gap in China
Perspective

Bridging the ESG Gap in China

Is China’s ambition to become carbon neutral by 2060 viable? A look at what these ambitions say about the country’s wider ESG goals.

A Volatile First Quarter Delivers Gains
Perspective

A Volatile First Quarter Delivers Gains

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.

Emerging Markets: the Post-Pandemic Promise
Asia

Emerging Markets: the Post-Pandemic Promise

Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon highlights why the team’s conviction in emerging markets hasn’t wavered.

Investing Beyond the Storm: A View from the MENA Region
MENA Region

Investing Beyond the Storm: A View from the MENA Region

The economic fallout from COVID-19 hit oil-exporting countries hard. Global Sukuk and MENA Fixed Income’s Dino Kronfol and Franklin Templeton Emerging Markets Equity’s Salah Shamma are nonetheless optimistic about the prospects for the Middle East and North Africa (MENA) region. They say a recovery could gather pace for the rest of 2021 on the back of sweeping structural reforms.

Earnings Matter in Emerging Markets
Perspective

Earnings Matter in Emerging Markets

Emerging market resilience shouldn’t come as a surprise, says Franklin Templeton Emerging Markets’ Andrew Ness. He reminds investors why fundamentals look as attractive as ever.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.