Investment Adventures in Emerging Markets

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Perspective

Emerging-Market Resilience

Volatile market action in early February caught many investors off guard. While many were rushing for the exits at the first sign of turmoil, Templeton Emerging Markets Group’s Chetan Sehgal and Claus Born have been emphasizing calm. They point to resilience within emerging markets overall in the long term and still find plenty of reasons to be optimistic about the year ahead.

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Perspective

Emerging Markets January 2018 Update: A Strong Start

The first month of 2018 saw a strong start for emerging-market equities overall amid a generally solid fundamental backdrop. Stephen Dover, Franklin Templeton’s head of equities, and Chetan Sehgal, director of portfolio management with Templeton Emerging Markets Group, present an overview of emerging-market developments in January, including some events, milestones and data points to offer perspective.

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Guest Bloggers

Emerging Market 2018 Outlook

"We are very excited about frontier markets around the world, not only in Africa but also in Asia and Latin America. We view these markets as offering the opportunities of tomorrow, ideally for longer-term investors with a time horizon of over five years.” - Chetan Sehgal and Carlos Hardenberg, Templeton Emerging Markets Group

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Guest Bloggers

Mid-Year Outlook: The Resurgence of Emerging Markets

“The factors many investors have historically found attractive about the [emerging market] asset class have come back into play, including stronger earnings growth and robust consumer trends. While areas of risk remain, our view is we are still in the early innings of the emerging-market earnings growth upturn.” - Mark Mobius, Stephen Dover, Carlos Hardenberg and Chetan Sehgal

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Guest Bloggers

An Active Look at Small-Cap Investing

At Templeton Emerging Markets Group, we believe emerging market (EM) small-capitalization (small-cap) stocks represent an attractive proposition in the current investment climate. However, there are some common misconceptions regarding the asset class that conceal key strengths we believe an active manager could capitalize on.

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Perspective

Emerging-Market Small Caps: A Distinct Growth Opportunity

In such a low-growth world, investing in smaller EM companies may provide exposure to many of the fastest-growing companies in the fastest-growing countries globally.

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Guest Bloggers

Meet My Team: Chetan Sehgal

With a large population base and underpenetrated nature of consumption, India remains one of the last bastions for real growth.

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Insights on India: Land of Paradoxes