Investment Adventures in Emerging Markets

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.

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

China Clears Way for More Foreign Participation
Perspective

China Clears Way for More Foreign Participation

"It appears China’s leadership continues to pursue key reforms, and not only in the area of finance. We welcome its efforts to further liberalize all areas of the economy and market." - Mark Mobius

Structural Growth Drivers Behind Emerging-Market Economies
Guest Bloggers

Structural Growth Drivers Behind Emerging-Market Economies

“Emerging markets are no longer one-dimensional. We are seeing the cultivation of a new generation of innovative companies located in emerging markets—diversifying emerging-market economies and the opportunities for investors.” - Carlos Hardenberg, executive vice president and managing director, Templeton Emerging Markets Group

China’s Congress Convenes
Guest Bloggers

China’s Congress Convenes

“As one of the world’s most populous countries, China’s people and government have been striving to attain higher economic achievements. This drive has given rise to many new companies with new business models not seen in any other markets before. China is a frontier market in this sense.” - Eddie Chow, Templeton Emerging Markets Group

Emerging Markets in the Digital Age
Guest Bloggers

Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new and diverse growth drivers. This evolution includes the rapid embrace of new technologies and the rapid digitalization of economies. Carlos Hardenberg, senior vice president and managing director at Templeton Emerging Markets Group, further addresses the topic.

On Travels and Travails
Perspective

On Travels and Travails

I recently made a stop in Canada and sat down with one of my colleagues to record a podcast. We talked at length about a range of topics, including my childhood, my career, what I’m excited about today and why I never plan to retire!

Las Vegas, Macau and the Future of Work
Perspective

Las Vegas, Macau and the Future of Work

"Our team is keenly interested in the consumer space in emerging markets and we have been exploring companies involved in leisure and entertainment, including tourism, for potential investment opportunities. It’s interesting to see the development of new theme parks, hotels, resorts and the like springing up in emerging markets—and how similar or different they are from those in developed markets." - Mark Mobius

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues
Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.

China: Building Roads to the Future
Perspective

China: Building Roads to the Future

With the upcoming 19th Communist Party Congress this autumn, I think it will be important for [China’s] President Xi to seek to ensure financial stability and to demonstrate that he is capable of presiding over a stable financial system.

Readers’ Questions Answered
Perspective

Readers’ Questions Answered

Cashless payment is developing at high speed. I experience electronic payment systems nearly everywhere in the world I visit, particularly in Asia. It’s a wave of the future that can’t be stopped, not only because it is so convenient and efficient, but because the rise of Internet shopping and banking makes such technology essential.