Investment Adventures in Emerging Markets

Socialism with Chinese Characteristics: Understanding China’s Policymaking
Asia

Socialism with Chinese Characteristics: Understanding China’s Policymaking

The latest issue of “Trends Reinforced” examines the strategic goals that have shaped China’s latest regulatory moves. Read an excerpt from Portfolio Manager Michael Lai.

Is India the Next Internet and Digitalization Frontier?
Asia

Is India the Next Internet and Digitalization Frontier?

Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.

ESG Disclosures: Looking Beyond the Surface
Perspective

ESG Disclosures: Looking Beyond the Surface

Across emerging markets, corporate ESG disclosures are uneven, and therein lies the opportunity for investors who look beyond the surface, according to Franklin Templeton Emerging Markets Equity’s Andrew Ness and Preyesh Patel.

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Asia

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?

Climate Change in Emerging Markets
Asia

Climate Change in Emerging Markets

Emerging markets (EMs) vary considerably in their approaches to mitigating climate change. Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon explores how key countries have announced climate-aware ambitions and plans to tackle major environmental concerns.

Three Reasons We Remain Bullish on Emerging Markets Long Term
Asia

Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on emerging markets outside of Asia, our Emerging Markets Equity Senior Managing Director Chetan Sehgal nonetheless remains bullish on the long-term potential of emerging markets and outlines three main reasons: debt, valuations and cashflows.

Evergrande Crisis and Contagion Risks
Asia

Evergrande Crisis and Contagion Risks

Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general. They don’t see risk of systemic contagion.

China’s Regulatory Tightening: Our View on Goals and Scope
Asia

China’s Regulatory Tightening: Our View on Goals and Scope

China’s government recently enacted new regulations on a number of industries, which has caused some investor concern. Our Emerging Markets Equity team follows up some of its initial commentary on the matter here, noting policies do not have a uniform effect on companies.

How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets
Asia

How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets

What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.

China: Red Moon Rising
Asia

China: Red Moon Rising

China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds. The Franklin Templeton Investment Solutions team outlines current risks and opportunities of investing in China.

Southeast Asia’s Internet Economy: On a Fast Track
Asia

Southeast Asia’s Internet Economy: On a Fast Track

Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton's Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors:  e-commerce, fintech and gaming. 

Heightened Regulatory Scrutiny in China: What Investors Need to Know
Asia

Heightened Regulatory Scrutiny in China: What Investors Need to Know

China has announced recent regulatory changes targeting specific industries, which has led to some heighted market volatility. Our Emerging Markets Equity team examines what the changes are, why they were implemented, and the potential implications for investors.