Investment Adventures in Emerging Markets

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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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Perspective

New Directions: A Note from Stephen Dover

"We have a long history of investing in emerging markets. I’m confident a new generation of leaders will carry on the rich legacy Mark Mobius and the late Sir John Templeton pioneered." - Stephen Dover, head of equities, Franklin Templeton Investments

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Guest Bloggers

Emerging Markets Fourth-Quarter Recap and Outlook: 2017 Ends with a Bang

Emerging markets did well in 2017, and we expect the asset class to remain on an upward trend in 2018 against a favorable backdrop of robust economic growth, increased asset inflows, solid foreign reserves, strong current accounts and stable local currencies.” - Stephen Dover, 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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Guest Bloggers

An Emerging-Market Evolution

It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets.

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Guest Bloggers

Emerging-Market Equity 2017 Outlook

On balance, although we are mindful of the potential for volatility and watchful for the risks, we believe sentiment toward emerging markets could continue to become more positive.