Investment Adventures in Emerging Markets

Investing Beyond the Storm: A View from the MENA Region
MENA Region

Investing Beyond the Storm: A View from the MENA Region

The economic fallout from COVID-19 hit oil-exporting countries hard. Global Sukuk and MENA Fixed Income’s Dino Kronfol and Franklin Templeton Emerging Markets Equity’s Salah Shamma are nonetheless optimistic about the prospects for the Middle East and North Africa (MENA) region. They say a recovery could gather pace for the rest of 2021 on the back of sweeping structural reforms.

Earnings Matter in Emerging Markets
Perspective

Earnings Matter in Emerging Markets

Emerging market resilience shouldn’t come as a surprise, says Franklin Templeton Emerging Markets’ Andrew Ness. He reminds investors why fundamentals look as attractive as ever.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.