Investment Adventures in Emerging Markets

Regulatory Update on the China Education Sector
Asia

Regulatory Update on the China Education Sector

China recently issued new regulatory policy on the education sector, which outlines factors such as how and when such companies can operate, as well as offering guidance on investing in them. Our Emerging Markets Equity team answers some of the key questions it has received on the topic.

Inflation Trends Across Emerging Markets
Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation
Asia

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation

Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, recently held a roundtable on emerging markets (EMs) with Andrew Ness, Portfolio Manager for Franklin Templeton Emerging Markets Equity, and Alastair Reynolds, Portfolio Manager for Martin Currie Emerging Markets. The news on EMs is they have some of the best-performing companies, year-to-date. Below are some highlights of their conversation.

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery
Asia

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery

The COVID-19 pandemic has accelerated a number of existing technological trends, and emerging markets have been at the forefront. Semiconductor chips are a crucial to many technological advancements, providing computing power to our phones, cars and more. Our Emerging Markets Equity team discusses how shortages of chips during the pandemic have impacted the global economy.

What’s Next for the Emerging Market Recovery?
Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

Community Group Buying: The Hottest Trend in China’s E-commerce
Asia

Community Group Buying: The Hottest Trend in China’s E-commerce

China is known for having the highest e-commerce penetration rate in the world. Beyond traditional online purchases of merchandise, booking of services and ordering food, innovative e-commerce models are constantly being developed. Among the hottest since last year is “community group buying.” It was initially an answer to challenges Chinese consumers faced in smaller cities due to COVID-19. It is rapidly becoming an important driver for the expansion of e-commerce into so-far untapped markets.

Strength in Emerging Markets Currencies Boosts Returns in May
Perspective

Strength in Emerging Markets Currencies Boosts Returns in May

Emerging markets continue to recover from the impacts of COVID-19 and are showing resilience, although many economies remain vulnerable. Our Emerging Markets Equity team recaps events and performance for the month of May and shares its latest outlook.

Update on India’s Second COVID Wave
Asia

Update on India’s Second COVID Wave

While the COVID-19 situation in India is serious with case numbers spiking across the nation, reaction to the recent second wave has been swift, with the population being much more vigilant and following COVID protocols. Our Emerging Markets Equity team’s Murali Yerram weighs in on why the economy should be able to bounce back.

Shining a Spotlight on Solar in China
Asia

Shining a Spotlight on Solar in China

Technological disruptions continue to transform global society in many ways, and emerging markets have embraced them. In certain industries, these technological innovations are driving economic growth and presenting compelling new opportunities for investors. Franklin Templeton Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise shines a spotlight on one of these powerful new opportunities right above our heads—solar.

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

In the Face of an Uneven Economic Recovery
Perspective

In the Face of an Uneven Economic Recovery

First-quarter economic data suggest the longer-term global outlook and recovery will be anything but linear, argue Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, and World Bank Group Lead Economist for Malaysia Richard Record. In the midst of vaccination programmes and continued fiscal stimulus, they got together to discuss how they are navigating a mid-pandemic economy.

Bridging the ESG Gap in China
Perspective

Bridging the ESG Gap in China

Is China’s ambition to become carbon neutral by 2060 viable? A look at what these ambitions say about the country’s wider ESG goals.