Investment Adventures in Emerging Markets

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.

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.