Investment Adventures in Emerging Markets

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.

Miscalculations and Recalculations
Perspective

Miscalculations and Recalculations

The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon.

Russia, Ukraine and China
Asia

Russia, Ukraine and China

The economic implications of Russia’s war are potentially large and global. Our Head of the Franklin Templeton Investment Institute, Stephen Dover, opines on the ties between China, Russia and Ukraine.

The Innovation Inflection Point
Perspective

The Innovation Inflection Point

The Franklin Templeton Emerging Markets Equity team explores new innovations and long-term investment opportunities in emerging markets.

Investment Implications of the Russian Invasion
Asia

Investment Implications of the Russian Invasion

Investors’ worst fears about Russia’s intentions toward Ukraine have materialized following Russian President Vladimir Putin‘s announcement he is sending troops into the country to “demilitarize” the nation. Our Emerging Markets Equity team provides insights on the situation. 

Emerging Markets: A Constructive 2022 in Sight
Perspective

Emerging Markets: A Constructive 2022 in Sight

2021 has been a challenging year for EMs, but there are several reasons to be constructive about the outlook for 2022, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. 

Inflation Trends Across Emerging Markets
Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

What’s Next for the Emerging Market Recovery?
Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

Strength in Emerging Markets Currencies Boosts Returns in May
Perspective

Strength in Emerging Markets Currencies Boosts Returns in May

Emerging markets continue to recover from the impacts of COVID-19 and are showing resilience, although many economies remain vulnerable. Our Emerging Markets Equity team recaps events and performance for the month of May and shares its latest outlook.