June 2021 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

Manraj Sekhon, CFA | June 30, 2021

Perspective

Managing Through Shades of Gray: Stewardship and Impact in Emerging Market Equities

Are exclusion and divestment agendas the most effective way to tackle climate change? Franklin Templeton Emerging Markets Equity’s Andrew Ness weighs in.

Andrew Ness, ASIP | June 29, 2021

Asia

Community Group Buying: The Hottest Trend in China’s E-commerce

China is known for having the highest e-commerce penetration rate in the world. Beyond traditional online purchases of merchandise, booking of services and ordering food, innovative e-commerce models are constantly being developed. Among the hottest since last year is “community group buying.” It was initially an answer to challenges Chinese consumers faced in smaller cities due to COVID-19. It is rapidly becoming an important driver for the expansion of e-commerce into so-far untapped markets.

Claus Born, CFA | June 22, 2021

Perspective

Strength in Emerging Markets Currencies Boosts Returns in May

Emerging markets continue to recover from the impacts of COVID-19 and are showing resilience, although many economies remain vulnerable. Our Emerging Markets Equity team recaps events and performance for the month of May and shares its latest outlook.

June 08, 2021

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