March 2018 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Perspective

Today’s Emerging Markets Embrace Technological Innovation

Emerging markets have not only embraced the use of technology, but have become global market innovators in many areas. Franklin Templeton Emerging Markets Equity's Chetan Sehgal takes a look at how emerging markets have embraced technology, and explains why he’s excited about investment opportunities in this space. He says emerging markets are now at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more.

Chetan Sehgal, CFA | March 22, 2018

Perspective

Emerging Markets February Recap: Resilient

“While volatility has heightened recently, we believe that emerging-market (EM) fundamentals remain sound. We believe EM equities have reached an inflection point in regard to earnings and appear to be providing us with valuation opportunities we do not generally see in most developed markets.” – Manraj Sekhon and Chetan Sehgal, Franklin Templeton Emerging Markets Equity

Manraj Sekhon, CFA | March 15, 2018

MENA Region

Why the MENA Region Appears to be on Firmer Footing

“It may have gone unnoticed to some investors, but the GCC region is a significant issuer of emerging-market sovereign debt, which is becoming an increasingly relevant component in global bond markets.” - Dino Kronfol and Bassel Khatoun

Bassel Khatoun | March 14, 2018

Asia

Why It’s Not Time to Squeeze the Brakes on Indian Equities

“We think there is more room for Indian equities to potentially appreciate. We believe India’s favourable demographic backdrop could lead to more growth in the equity market, particularly in large-cap stocks.” - Sukumar Rajah, Franklin Templeton Emerging Markets Equity

Sukumar Rajah | March 02, 2018

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