Investment Adventures in Emerging Markets

Emerging Markets Insights: From BRICS to BRICS+
Perspective

Emerging Markets Insights: From BRICS to BRICS+

The opportunity set is wide and growing wider in emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Emerging Markets Insights: Fund flows improving
Perspective

Emerging Markets Insights: Fund flows improving

Uncertainty toward emerging market economies is waning, as countries are focusing on growth strategies and policies to spur their respective economies. Franklin Templeton Emerging Markets Equity explores the investment implications.

India—prepared for takeoff
Asia

India—prepared for takeoff

In addition to increasing demand for air travel due to a rapidly growing population, other positive trends are setting the stage for India’s economy and markets to take off. Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses the country’s supportive government programs as well as its market’s strong financial, IT and energy sectors.

Emerging Markets Insights: The dominance of technology
Asia

Emerging Markets Insights: The dominance of technology

Emerging markets have been adopting new technologies, which solve existing challenges, raise productivity and reflect changing consumption patterns. Learn more from Franklin Templeton Emerging Markets Equity.

Under the Macroscope—A nimble bull in a China shop
Asia

Under the Macroscope—A nimble bull in a China shop

Concerns about China’s post-COVID recovery has recently been intensified. However, Franklin Templeton Institute Investment Strategist Christy Tan believes that policy support and an improving global outlook could benefit Chinese equity and fixed income markets in the second half of the year.

Green steel
Asia

Green steel

The steel industry is one of the largest contributors to global carbon emissions. The challenge in producing green steel from zero-emissions hydrogen is cost. A report from Franklin Templeton Emerging Markets Equity focuses on the process to produce green steel, breaking down the costs and technology used in each step in the process.

Update on India: Time to take another look
Asia

Update on India: Time to take another look

India’s stock market has underperformed global markets overall as well as some of its emerging market regional peers so far this year. However, there are signs that perhaps the tide has turned, and investors may be taking another look, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He shares his latest outlook in light of recent events.

Emerging Markets Insights: Emerging market earnings outlook
Perspective

Emerging Markets Insights: Emerging market earnings outlook

The earnings season in emerging markets is underway, and flat headline earnings growth in 2023 masks significant divergence across individual markets, according to Franklin Templeton’s Emerging Markets Equity.

Under the Macroscope: China’s consumption triangle—a possible trinity
Asia

Under the Macroscope: China’s consumption triangle—a possible trinity

China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.

Emerging Market Insights: Headwinds for EMs from higher bond yields
Perspective

Emerging Market Insights: Headwinds for EMs from higher bond yields

Market swings seem likely in coming months, but Franklin Templeton’s Emerging Markets Equity team is focused on corporate fundamentals and longer-term structural trends including digitalization and premiumization. Get the team’s latest outlook.

The China equity rally is not over yet
Asia

The China equity rally is not over yet

Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter of last year. Senior ETF Investment Strategist Marcus Weyerer shares reasons for optimism.

Taking note of emerging market opportunities
Perspective

Taking note of emerging market opportunities

Global currencies started outshining the US dollar toward the end of last year, giving a boost to international equities. With the tide likely turning for emerging markets in 2023, what should investors know about country allocation? Dina Ting, our Head of Index Portfolio Management, shares her views.