Investment Adventures in Emerging Markets

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August
Asia

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August

Emerging markets overall felt a dose of optimism in August amid hopes for a COVID-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Our emerging markets equity team breaks down the key trends, news and events it has an eye on, and shares its latest market outlook.

Time to Revise Outdated Perceptions of Russia?
Eastern Europe

Time to Revise Outdated Perceptions of Russia?

Many investors seem to have misperceptions when it comes to Russia’s economy and the companies located there. Our Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise explains how Russia’s economy offers investors a mix of old and new industries, and compelling areas of investment opportunity as a result.

Emerging Markets Outpace Developed Markets in July
Perspective

Emerging Markets Outpace Developed Markets in July

Some emerging markets have been coping with the COVID-19 crisis better than others, and their economies are in different stages of recovery. Our emerging markets equity team highlights a few—and offers thoughts on why the pandemic has accelerated some existing fundamental and technological trends.

Emerging Markets Rally as Economies Reopen in the Second Quarter
Perspective

Emerging Markets Rally as Economies Reopen in the Second Quarter

The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalization as well as new innovations.

Optimism Capped by Renewed US-China Tensions in May
Perspective

Optimism Capped by Renewed US-China Tensions in May

Emerging market equities advanced overall in May as investors welcomed a gradual easing of coronavirus-related lockdowns in several parts of the world. However, renewed US-China trade tensions capped some optimism. Our Emerging Markets Equity team examines these and other events shaping markets in May, and shares its latest investment outlook moving past COVID-19.

Improving Confidence Drives Emerging Market Rally in April
Perspective

Improving Confidence Drives Emerging Market Rally in April

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can weather the crisis—and maybe even eventually emerge stronger as new technologies are adopted.

Global Flight to Safety Weighed on Emerging Markets in the First Quarter
Perspective

Global Flight to Safety Weighed on Emerging Markets in the First Quarter

The Franklin Templeton Emerging Markets Equity team offers an overview of how the coronavirus has impacted emerging markets over the past month, and shares their latest outlook.

Fears Over Virus Outbreak Curb Investor Optimism in January
Asia

Fears Over Virus Outbreak Curb Investor Optimism in January

Our emerging markets equity team looks at news and events shaping emerging market performances in January, from coronavirus fears to trade to Middle East tensions.

Emerging Markets End 2019 on a High Note
Perspective

Emerging Markets End 2019 on a High Note

Emerging markets ended 2019 on a high note, but can the momentum continue? Our emerging markets equity team weighs in, highlighting the market news and events it has an eye on.

Emerging Markets Record Diverse Performances in November
Perspective

Emerging Markets Record Diverse Performances in November

It was a mixed month for emerging markets in November, as shifting expectations about a trade deal between China and the United States continued to drive market sentiment. Our emerging markets equity team explains why US-China trade issues may not be that big of a concern for some emerging markets, and provides an overview of the news and events shaping markets during the month.

Optimism Returns to Emerging Markets in October
Perspective

Optimism Returns to Emerging Markets in October

A number of factors spurred improved investor sentiment in emerging markets over the past month, including an interest-rate cut from the US Federal Reserve. Franklin Templeton Emerging Markets Equity outlines the news and events shaping market moves during October, and the reasons why the team is optimistic about the coming year.

Emerging Markets Show a Quiet Resilience
Perspective

Emerging Markets Show a Quiet Resilience

Investors should pay attention to the economic evolution taking place in many emerging-market economies, according to Franklin Templeton Emerging Markets Equity's Andrew Ness.