Investment Adventures in Emerging Markets

Emerging Markets: A Strong Year, a Stronger Outlook

Franklin Templeton Emerging Markets Equity's Manraj Sekhon highlights structural advantages in emerging markets in his 2021 outlook.

Taiwan’s Institutional Resilience
Asia

Taiwan’s Institutional Resilience

What’s been the driving force behind Taiwan’s steady ascent up the value chain in manufacturing? Insights from Franklin Templeton Emerging Markets Equity's Alistair MacDonald and Chetan Sehgal.

Expectations of Economic Normalization in 2021 Drove Confidence in Emerging Markets in the Final Quarter of 2020
Asia

Expectations of Economic Normalization in 2021 Drove Confidence in Emerging Markets in the Final Quarter of 2020

Emerging markets managed to navigate a challenging 2020 amid the COVID-10 pandemic—in some cases better than developed markets. Our Emerging Markets Equity team outlines what drove optimism in the fourth quarter of 2020, and why it has an eye on East Asia in particular as economies continue to recover in the year ahead.

Frontier and MENA 2021 Outlook: A New Era of Investment
MENA

Frontier and MENA 2021 Outlook: A New Era of Investment

Why investors should pay attention to Kuwait’s upgrade to emerging market status, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun. Read more in his frontier and MENA 2021 outlook.

Pandemic Accelerates New Economic Landscape for Emerging Markets
Asia

Pandemic Accelerates New Economic Landscape for Emerging Markets

Franklin Templeton Emerging Markets Equity’s Chetan Sehgal explores what the new economy entails for emerging markets, and why companies offering diverse services have caught his eye.

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021
Perspective

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021

Local knowledge will be crucial to navigating emerging market debt in 2021, says Franklin Templeton Fixed Income’s Nik Hardingham. Read his outlook.

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November
Perspective

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November

The year looks like it’s ending on an optimistic note as emerging markets are holding strong overall, according to our Emerging Markets Equity team. The team outlines reasons 2021 could bring brighter days, and offers highlights of news and events driving emerging markets during the month of November.

Technology: One World, Two Systems
Asia

Technology: One World, Two Systems

The global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains. Our Chetan Sehgal explains.

A New APAC Trading Partnership
Asia

A New APAC Trading Partnership

Franklin Templeton Emerging Markets Equity Portfolio Manager Andrew Ness says the new Regional Comprehensive Economic Partnership stands in contrast to the recent deglobalization trend.

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?
Asia

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?

How might China’s health care story unfold in 2021 and beyond? Read Chetan Sehgal and Michael Lai’s outlook here.

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
Asia

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

Optimism in Asia Drives Emerging Market Outperformance in October
Asia

Optimism in Asia Drives Emerging Market Outperformance in October

Despite the COVID-19 pandemic, emerging markets have shown a continued appetite for structural reforms that could lay the foundation for lasting economic recoveries, according to our Emerging Markets Equity team. Here are some highlights of news and events driving emerging markets during the month of October, and where the team sees opportunities today.