Investment Adventures in Emerging Markets

Emerging Markets Equity Investing: Never Waste a Crisis
Perspective

Emerging Markets Equity Investing: Never Waste a Crisis

Emerging-market equity investors are likely happy to bid goodbye to 2018—a year filled with challenges and uncertainties. Chetan Sehgal, Franklin Templeton Emerging Markets Equity’s director of portfolio management, examines some of these challenges and uncertainties, and makes the case that investors may have been overreacting. He says many emerging markets were unjustifiably priced for crisis-type situations.

November Market Recap and Outlook: Bulls Return to Emerging Markets
Perspective

November Market Recap and Outlook: Bulls Return to Emerging Markets

Emerging markets saw a rebound in November, as investors embraced bits of positive news in regard to an easing in US-China trade tensions and as well as slightly dovish thinking about the pace of US interest rate increases. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in November along with their current outlook.

Emerging-Market Resilience
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.

Emerging Markets Q1 2017 Recap: A Strong Start
Perspective

Emerging Markets Q1 2017 Recap: A Strong Start

The general landscape of emerging-market corporations has undergone a significant transformation from the often plain-vanilla business models of the past to a new generation of innovative companies that are moving into technology and higher value-added goods and services.