Investment Adventures in Emerging Markets

Consider This: Argentina’s economic policy evolution
Latin America

Consider This: Argentina’s economic policy evolution

Argentina’s recent election indicates its people are looking for change in policy direction. But is it for the better? Franklin Templeton Institute Investment Strategist Kim Catechis weighs in.

Brazil’s equities and the price of oil: Enabling turbo mode?
Latin America

Brazil’s equities and the price of oil: Enabling turbo mode?

Brazil, the world’s eighth-largest oil producer, could cover half of the world’s offshore oil production by 2040. What’s the relationship between oil prices, Brazilian equities and the policies of President Luiz Inácio Lula da Silva? Franklin Templeton’s Marcus Weyerer and Dina Ting opine on Brazil’s economic landscape and potential opportunities a year out from Lula’s last election victory.

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.

Materials as a building block of Mexico’s market resilience
Latin America

Materials as a building block of Mexico’s market resilience

Mexico’s stock market has been performing well this year, with “green” initiatives in the cement industry playing a part. Dina Ting, Head of Global Index Portfolio Management at Franklin Templeton, discusses some interesting factors behind the market’s top-performing sectors and industries, and why they may be worth a closer look.

Financial inclusion efforts in Mexico give way to new market highs
Latin America

Financial inclusion efforts in Mexico give way to new market highs

Global investors might not be aware that Mexico’s stock market has been rising to new heights this year. Dina Ting, Head of Index Portfolio Management, Franklin Templeton ETFs, makes the case to consider adding some exposure.

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.

Investment opportunities in Latin America
Latin America

Investment opportunities in Latin America

The Franklin Templeton Emerging Markets Equity team discusses the three themes of renewables, nearshoring and consumption in Latin America from an investor perspective.

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.