Investment Adventures in Emerging Markets

May 2024 Emerging Market Insights: China’s market rebounds
Asia

May 2024 Emerging Market Insights: China’s market rebounds

Three things Franklin Templeton Emerging Markets Equity has an eye on today: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices.

Catching the next Korean wave
Asia

Catching the next Korean wave

Export powerhouse South Korea has been navigating global trade shifts well, while still expanding its K-wave cultural influence. Amid this remarkable growth, Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses South Korea’s upcoming elections and the possible implications on the country’s global trade and foreign investment.

India goes to the polls
Asia

India goes to the polls

India’s GDP growth this year is the highest among global economies, positioning the current leadership for a comfortable win in the upcoming elections, according to Franklin Templeton Emerging Markets Equity.

Inevitable in India: Crowds, cricket and capital gains tax
Asia

Inevitable in India: Crowds, cricket and capital gains tax

India’s vibrant economy and structural growth opportunities continue to be the envy of many emerging markets. But somewhat unique to this market are tax implications that investors should be aware of. Our Franklin Templeton Global ETF team examines these structural issues in Asia’s third-largest economy.

Consider This: Indian elections 2024
Asia

Consider This: Indian elections 2024

India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.

Enter the dragon: Parsing Lunar New Year opportunities among emerging markets
Asia

Enter the dragon: Parsing Lunar New Year opportunities among emerging markets

As we enter the year of the dragon, Dina Ting, Head of Global Index Portfolio Management, assesses the opportunities and risks in China and Taiwan, which saw divergent market performance last year. She also highlights a region that not only has seen rising engagement with China but was also an EM bright spot that outperformed the S&P 500 Index in 2023—Latin America.

Consider This: Indonesian elections 2024—what’s in it for investors?
Asia

Consider This: Indonesian elections 2024—what’s in it for investors?

As Southeast Asia’s largest economy and third-largest democracy in the world, Indonesia’s elections are likely to have implications for global investors. Franklin Templeton Investment Institute Investment Strategist Kim Catechis weighs in.

Emerging Market Insights: China policy recalibration
Asia

Emerging Market Insights: China policy recalibration

Our Franklin Templeton Emerging Markets Equity team is thinking about three things this month: China policy recalibration, US interest rates and global elections.

Emerging Market Insights: 2024 Outlook
Perspective

Emerging Market Insights: 2024 Outlook

Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. Get the latest outlook from Franklin Templeton Emerging Markets Equity.

India in 2024 and beyond
Asia

India in 2024 and beyond

In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.

Consider This: Is India the new China?
Asia

Consider This: Is India the new China?

India appears to be facing an unprecedented window of opportunity right now, and international investors are asking: Is this the new China? Thoughts from Franklin Templeton Institute’s Kim Catechis.

Emerging Market Insights: Easier financial conditions in emerging markets
Asia

Emerging Market Insights: Easier financial conditions in emerging markets

Interest-rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.