Investment Adventures in Emerging Markets

Chinese equities poised to rebound after unsustainable low
Asia

Chinese equities poised to rebound after unsustainable low

Positive catalysts, such as the anticipated easing of both COVID-19 restrictions and geopolitical tensions, paired with policy loosening, may help the Chinese equity market recover, according to Franklin Templeton Emerging Market Equity’s Michael Lai. He shares his latest outlook and where he finds investment opportunities.

Bolstering building blocks and silicon shields
Asia

Bolstering building blocks and silicon shields

As the global chip shortage drags on, Taiwan’s semiconductor industry remains front and center for the world economy. Despite the US passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, offers reflections on Taiwan and its investment potential as a dominant force in the semiconductor industry.

Emerging markets are down, but not out
Asia

Emerging markets are down, but not out

Global markets are facing a number of headwinds this year, but there are also reasons for optimism, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. He shares his mid-year outlook for emerging markets.

India: Three themes driving growth
Asia

India: Three themes driving growth

India is a dynamic urbanizing economy with a rapidly expanding middle class. Read more about this vast economy and why it is an attractive investment destination, from our Emerging Markets Equity’s Sukumar Rajah.

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.