Investment Adventures in Emerging Markets

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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.

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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

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Guest Bloggers

Argentina’s Return

On a recent visit to Argentina, I was interested to see how things had changed under the leadership of a new administration—and many rapid subsequent policy changes. Work still remains to be done to address challenges, and the path forward may be a little bumpy at times, but the progress we have seen has been encouraging so far.

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Perspective

A New Era for Argentina

Our visit to Argentina confirmed our views that its economy was gradually on the recovery path—and I believe if the pace of reforms continues there, Argentina’s turnaround could be even faster than expected.

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Argentina

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A Tale of Two Countries