December 2018 - Investment Adventures in Emerging Markets

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.

Chetan Sehgal, CFA | December 31, 2018

Perspective

Emerging-Market Debt: Going into the New Year with More Realistic Prices

Emerging markets as an investment class overall suffered a setback in investor sentiment in 2018, despite strong economic growth. William Ledward, Robert Nelson, Nicholas Hardingham and Stephanie Ouwendijk of Franklin Templeton Fixed Income Group take a look at emerging-market debt. They say that while EM bonds generally weakened in 2018, valuations now look attractive.

William Ledward | December 27, 2018

Asia

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”

“Despite some impact from a rising US dollar, we’ve seen some dramatic changes made to financial markets in emerging Asia since the AFC. This suggests to us that the emerging-market fundamentals we see today are more resilient and should avoid a repeat of the 1997 crisis.” – Chetan Sehgal, Franklin Templeton Emerging Markets Equity

Chetan Sehgal, CFA | December 21, 2018

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.

December 13, 2018

Asia

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors

“In fact, we believe rising US protectionism could act as a spur to some developing economies and encourage more regional trade agreements between emerging markets.” Chetan Sehgal, Franklin Templeton Emerging Markets Equity

Chetan Sehgal, CFA | December 03, 2018