Investment Adventures in Emerging Markets

Views on Emerging-Markets Equity and Select EM Countries
Perspective

Views on Emerging-Markets Equity and Select EM Countries

In light of the Turkish lira and Argentine peso currency drops, fears of emerging-market (EM) contagion appear to be on the rise, and various EM currencies have been under pressure. Here, Franklin Templeton Emerging Markets Equity provides perspective on some of the impacted countries in the headlines recently: Argentina, Turkey, South Africa and Indonesia. In the team’s view, current EM weaknesses in select countries is not likely to result in macroeconomic contagion or broader asset-class crises.

South Africa: Key Issues and Challenges
Perspective

South Africa: Key Issues and Challenges

Despite all the political and economic challenges facing South Africa, the people’s desire for a better life with better education for their children, strong domestic institutions, full employment opportunities and faster economic growth means that the future can be much brighter.

South Africa’s Slow Progress
Perspective

South Africa’s Slow Progress

While South Africa has its challenges, the consumer sector is one where we continue to search for potential opportunities. We think economic improvement and the increased spread and acceptance of technology could prove drivers for companies in this space.

Readers’ Questions Answered
Perspective

Readers’ Questions Answered

While the president cannot directly impact monetary policy, it appears from his rhetoric that [Donald] Trump may put pressure on the Federal Reserve (Fed) to raise rates—which actually seemed to be the Fed’s likely path even before the election.

Emerging Markets Q3 Recap: Sentiment Remains Strong
Perspective

Emerging Markets Q3 Recap: Sentiment Remains Strong

Companies in the consumer-related sectors and information technology are particularly attractive to us in the current environment, especially as technology is becoming more integral and competitive in emerging markets.

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some
Perspective

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Generally speaking, the Brexit event actually brightens our view of emerging markets and the investment potential we see for the long term.

World Cup Fever in Africa

World Cup Fever in Africa