Investment Adventures in Emerging Markets

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August
Asia

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August

Emerging markets overall felt a dose of optimism in August amid hopes for a COVID-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Our emerging markets equity team breaks down the key trends, news and events it has an eye on, and shares its latest market outlook.

Health Care: The Next Wave of Innovation in China
Asia

Health Care: The Next Wave of Innovation in China

Our Emerging Markets Equity team's Michael Lai and Elizabeth Wu take a look at a new breed of innovative enterprises in China that could transform health care outcomes in the years ahead.

Emerging Markets Outpace Developed Markets in July
Perspective

Emerging Markets Outpace Developed Markets in July

Some emerging markets have been coping with the COVID-19 crisis better than others, and their economies are in different stages of recovery. Our emerging markets equity team highlights a few—and offers thoughts on why the pandemic has accelerated some existing fundamental and technological trends.

ESG Gains Traction in China as Investor Base Expands
Asia

ESG Gains Traction in China as Investor Base Expands

Franklin Templeton Emerging Markets Equity’s Michael Lai weighs in on some emerging trends he’s seen on ESG issues in China.

Emerging Markets: Opportunities and the Road Ahead
Asia

Emerging Markets: Opportunities and the Road Ahead

Our Emerging Markets Equity CIO Manraj Sekhon provides the team's midyear outlook, including how secular trends driving opportunities in emerging markets have accelerated because of the COVID-19 crisis.

A Turning Point for Emerging Market Debt
Asia

A Turning Point for Emerging Market Debt

Our Nick Hardingham and Robert Nelson on why they are taking a patient approach to investing in emerging market debt.

Emerging Markets Rally as Economies Reopen in the Second Quarter
Perspective

Emerging Markets Rally as Economies Reopen in the Second Quarter

The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalization as well as new innovations.

South Korea: A Shining Example of Emerging Market Leadership
Asia

South Korea: A Shining Example of Emerging Market Leadership

Our emerging markets equity team has often emphasized how emerging markets have evolved over the decades in ways many investors may not realize. Today, emerging economies boast many cutting-edge companies that are industry leaders. And, many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic. South Korea is one such example of both.

The New Emerging Market Landscape: Taking Leadership in Technology
Asia

The New Emerging Market Landscape: Taking Leadership in Technology

Some emerging markets are becoming technology leaders. The last article in our three-part series on the new emerging market landscape.

The New Emerging Market Landscape: The Single Commodity Focus Has Shifted
Asia

The New Emerging Market Landscape: The Single Commodity Focus Has Shifted

Continuing with our series, our emerging markets equity team considers why emerging-market economies have diversified into services, technology and consumption.

The New Emerging Markets Landscape
Asia

The New Emerging Markets Landscape

Economies across the globe have begun to emerge from various stages of COVID-19 lockdowns and look toward recovering economic growth. Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today—some of which may help certain countries weather the crisis.

Optimism Capped by Renewed US-China Tensions in May
Perspective

Optimism Capped by Renewed US-China Tensions in May

Emerging market equities advanced overall in May as investors welcomed a gradual easing of coronavirus-related lockdowns in several parts of the world. However, renewed US-China trade tensions capped some optimism. Our Emerging Markets Equity team examines these and other events shaping markets in May, and shares its latest investment outlook moving past COVID-19.