September 2021 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on emerging markets outside of Asia, our Emerging Markets Equity Senior Managing Director Chetan Sehgal nonetheless remains bullish on the long-term potential of emerging markets and outlines three main reasons: debt, valuations and cashflows.

Chetan Sehgal, CFA | September 29, 2021

Asia

Evergrande Crisis and Contagion Risks

Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general. They don’t see risk of systemic contagion.

September 23, 2021

Asia

China’s Regulatory Tightening: Our View on Goals and Scope

China’s government recently enacted new regulations on a number of industries, which has caused some investor concern. Our Emerging Markets Equity team follows up some of its initial commentary on the matter here, noting policies do not have a uniform effect on companies.

September 21, 2021

Asia

How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets

What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.

Bassel Khatoun | September 01, 2021

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