Investment Adventures in Emerging Markets

Bouncing into the Chinese Year of the Rabbit
Asia

Bouncing into the Chinese Year of the Rabbit

Gong Xi Fa Cai! Franklin Templeton Emerging Markets Equity’s Chetan Sehgal shares some thoughts on investing in China in the Year of the Rabbit.

Emerging Markets Insights: Optimism on 2023 outlook
Asia

Emerging Markets Insights: Optimism on 2023 outlook

As we head further into 2023, our Franklin Templeton Emerging Markets Equity Team finds many reasons to be constructive about emerging markets.

Potential tailwinds for Asian emerging markets in 2023
Asia

Potential tailwinds for Asian emerging markets in 2023

Emerging Asian equity markets look poised for a better year ahead, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He outlines key catalysts, including China’s relaxation of COVID-19 policies.

Emerging Markets Insights: China reaches an inflection point
Asia

Emerging Markets Insights: China reaches an inflection point

China is reaching an inflection point that has broader implications for emerging markets, according to Franklin Templeton Emerging Markets Equity. The team also says the divergent outlook for net corporate margins may have an impact on the relative performance of emerging and developed markets in 2023, potentially benefiting the former. 

Asian tigers: South Korea and Taiwan
Asia

Asian tigers: South Korea and Taiwan

Buoyed by chips and electric vehicle optimism as well as strong fundamentals, South Korea and Taiwan may offer long-term opportunities according to Franklin Templeton’s Marcus Weyerer and Dina Ting.

Emerging markets in November: Latin America continues to shine
Latin America

Emerging markets in November: Latin America continues to shine

The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term, according to our Franklin Templeton Emerging Markets Equity team.

Developments in China and impact on portfolios
Asia

Developments in China and impact on portfolios

The Franklin Templeton Emerging Markets Equity team offers some highlights of China’s 20th Congress and investment considerations.

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

Emerging markets insights: October focus on politics in emerging markets
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.

China’s long-term prospects and catalysts
Asia

China’s long-term prospects and catalysts

China’s equity market has had a volatile year, but Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, finds reasons for long-term optimism.

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.