Investment Adventures in Emerging Markets

Sustainable beef is key to slowing Amazon deforestation

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Claus Born and Preyesh Patel from Franklin Templeton Emerging Markets Equity believe systemic problems like climate change means sustainable practices by private farmers, ranchers and pastoralists in Brazil play an equally important role in delivering potentially carbon-free beef to consumers.

Happenstance, a ripe tomato and opportunity
Perspective

Happenstance, a ripe tomato and opportunity

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Mohieddine Kronfol from Franklin Templeton Fixed Income sees opportunity in controlled environment agriculture (CEA), a uniquely suitable industry for profitable, large-scale impact—truly doing good and doing well.

India: Three themes driving growth
Asia

India: Three themes driving growth

India is a dynamic urbanizing economy with a rapidly expanding middle class. Read more about this vast economy and why it is an attractive investment destination, from our Emerging Markets Equity’s Sukumar Rajah.

China: Separating Myth from Reality
Asia

China: Separating Myth from Reality

Head of Franklin Templeton Institute, Stephen Dover, dispels five myths about China’s economy and its financial system.

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
MENA

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics

The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.

Miscalculations and Recalculations
Perspective

Miscalculations and Recalculations

The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon.

Spotlight on Saudi Arabia
MENA

Spotlight on Saudi Arabia

Saudi Arabia’s economic rebound is drawing attention with an obvious boon from rising oil prices. Outside of hydrocarbons, the country is continuing to diversify and reform in a number of sectors as part of its ambitious Vision 2030. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs, highlights developments on the kingdom’s horizon.

Emerging Markets Can Weather the US Rate Tightening Cycle
Perspective

Emerging Markets Can Weather the US Rate Tightening Cycle

The current period of rising interest rates and declining markets is unnerving, but it is also creating opportunities, according to Franklin Templeton Emerging Markets Equity team.

Russia, Ukraine and China
Asia

Russia, Ukraine and China

The economic implications of Russia’s war are potentially large and global. Our Head of the Franklin Templeton Investment Institute, Stephen Dover, opines on the ties between China, Russia and Ukraine.

Brazil: Worth a Closer Look
Latin America

Brazil: Worth a Closer Look

Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.

The Innovation Inflection Point
Perspective

The Innovation Inflection Point

The Franklin Templeton Emerging Markets Equity team explores new innovations and long-term investment opportunities in emerging markets.

MENA Equities: Five Key Themes and Reasons for Optimism
MENA

MENA Equities: Five Key Themes and Reasons for Optimism

The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region, according to Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma. They point to several themes supporting the investment case, including robust government balance sheets, currency pegs to the US dollar and higher oil prices, which should provide policymakers with ample tools to mitigate any inflationary risks over the medium term.