Investment Adventures in Emerging Markets

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.

Emerging Market Insights: Domestic demand in focus
Asia

Emerging Market Insights: Domestic demand in focus

Global equities began the year on a strong footing—particularly emerging markets. Is now a good time to jump in? Franklin Templeton’s Emerging Markets Equity team offers its latest outlook.

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.