Investment Adventures in Emerging Markets

China: Separating Myth from Reality
Asia

China: Separating Myth from Reality

Head of Franklin Templeton Institute, Stephen Dover, dispels five myths about China’s economy and its financial system.

Miscalculations and Recalculations
Perspective

Miscalculations and Recalculations

The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon.

Russia, Ukraine and China
Asia

Russia, Ukraine and China

The economic implications of Russia’s war are potentially large and global. Our Head of the Franklin Templeton Investment Institute, Stephen Dover, opines on the ties between China, Russia and Ukraine.

The Innovation Inflection Point
Perspective

The Innovation Inflection Point

The Franklin Templeton Emerging Markets Equity team explores new innovations and long-term investment opportunities in emerging markets.

Is Now the Time to Consider Chinese Equities?
Asia

Is Now the Time to Consider Chinese Equities?

Given a challenging 2021, is now the time to embrace Chinese equities? That’s the question our Franklin Templeton Investment Solutions team is pondering today—and the answer isn’t a simple one.

Chinese Equities: Conviction Amid Change in the Year of the Tiger
Asia

Chinese Equities: Conviction Amid Change in the Year of the Tiger

The upcoming Chinese New Year will usher in the Year of the Tiger, an animal in the Chinese zodiac widely associated with strength and courage. Franklin Templeton Emerging Markets Equity’s Michael Lai discusses his constructive outlook for China and the investment opportunities he sees.

Emerging Markets: A Constructive 2022 in Sight
Perspective

Emerging Markets: A Constructive 2022 in Sight

2021 has been a challenging year for EMs, but there are several reasons to be constructive about the outlook for 2022, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. 

Tech Trends and More in 2022 and Beyond
Perspective

Tech Trends and More in 2022 and Beyond

Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness. They say resilient technology demand is a multiyear tailwind for emerging markets.

Socialism with Chinese Characteristics: Understanding China’s Policymaking
Asia

Socialism with Chinese Characteristics: Understanding China’s Policymaking

The latest issue of “Trends Reinforced” examines the strategic goals that have shaped China’s latest regulatory moves. Read an excerpt from Portfolio Manager Michael Lai.

Is India the Next Internet and Digitalization Frontier?
Asia

Is India the Next Internet and Digitalization Frontier?

Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.

ESG Disclosures: Looking Beyond the Surface
Perspective

ESG Disclosures: Looking Beyond the Surface

Across emerging markets, corporate ESG disclosures are uneven, and therein lies the opportunity for investors who look beyond the surface, according to Franklin Templeton Emerging Markets Equity’s Andrew Ness and Preyesh Patel.

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Asia

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?