Investment Adventures in Emerging Markets

Emerging Market Insights: China policy recalibration
Asia

Emerging Market Insights: China policy recalibration

Our Franklin Templeton Emerging Markets Equity team is thinking about three things this month: China policy recalibration, US interest rates and global elections.

Emerging Market Insights: 2024 Outlook
Perspective

Emerging Market Insights: 2024 Outlook

Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. Get the latest outlook from Franklin Templeton Emerging Markets Equity.

Emerging Market Insights: Easier financial conditions in emerging markets
Asia

Emerging Market Insights: Easier financial conditions in emerging markets

Interest-rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Emerging Market Insights: Middle East impact muted
Perspective

Emerging Market Insights: Middle East impact muted

Fears of higher interest rates for longer continue to weigh on equities—including those in emerging markets. Franklin Templeton Emerging Markets Equity explores this and more in its latest market outlook.

Emerging Markets Insights: Golden Week
Perspective

Emerging Markets Insights: Golden Week

While China’s recovery will aid trade and benefit other emerging markets (EMs), at a sector level, local, consumption-driven growth will remain a core theme for many EM economies, according to Franklin Templeton Emerging Markets Equity.

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.

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.

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.

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.

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.

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.