October 2022 - Investment Adventures in Emerging Markets

Latin America

Lula returns to helm of world’s 12th largest economy: “Brazil is back”

After reclaiming the presidency, Brazil's Luiz Inácio Lula da Silva vows to bring back prosperity and must aim to unite a divided nation. Franklin Templeton’s Marcus Weyerer and Dina Ting weigh the risks of a contested result with initial signals of subdued domestic volatility and signs that Brazil remains a bright spot among still-challenging market scenarios.

Marcus Weyerer, CFA | October 31, 2022

Latin America

Brazil: Setting the stage for a brighter future?

Luiz Inácio Lula da Silva has won Brazil’s presidential election in a tight race, and will take his third term as president of Latin America’s largest economy. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Marcos Mundim examine the investment landscape in the wake of the result.

Gustavo Stenzel, CFA | October 30, 2022

Perspective

Emerging market equities—why now?

Emerging markets are resilient and better positioned than developed markets to face the current uncertain global environment, according to Franklin Templeton Emerging Market Equity’s Andrew Ness. He makes the case for investors to take a look at this underappreciated and undervalued asset class.

Andrew Ness, ASIP | October 28, 2022

MENA

Outlook for GCC bond and equity markets amid macroeconomic headwinds

With growth slowing and recession becoming more of a possibility amid elevated inflation and hawkish central banks globally, GCC bond and equity markets have become more volatile. Nevertheless, there are still opportunities in select countries and sectors that are more defensive in nature or could benefit from the same macroeconomic factors causing general uncertainty. Franklin Templeton’s Mohieddine Kronfol and Salah Shamma share their thoughts on the current environment and where they see opportunities in their respective areas.

Mohieddine (Dino) Kronfol | October 18, 2022

Asia

On growth, exports and supply chain diversification: Making the case for South Korean equities

It’s been a challenging year for South Korean equities, but focusing on the longer term, there are opportunities tied to a recovery in growth—particularly key export areas, according to Sukumar Rajah of Franklin Templeton Emerging Markets Equity. He also explains how the US Inflation Reduction Act could potentially benefit South Korea.

Sukumar Rajah | October 11, 2022

Asia

Emerging markets insights: October focus on politics in emerging markets

Slower global growth, a strong US dollar, global supply chain woes and domestic economic factors have created headwinds for emerging markets, but Franklin Templeton Emerging Markets Equity still sees long-term growth potential.

October 06, 2022