Investment Adventures in Emerging Markets

May 2024 Emerging Market Insights: China’s market rebounds
Asia

May 2024 Emerging Market Insights: China’s market rebounds

Three things Franklin Templeton Emerging Markets Equity has an eye on today: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices.

Emerging Market Insights: Seeds of optimism
Emerging Markets

Emerging Market Insights: Seeds of optimism

Read why China, India’s election, and an improving growth differential in emerging markets are topics the Franklin Templeton Emerging Markets Equity team is thinking about today.

Egypt: Bold moves
Asia

Egypt: Bold moves

Egypt has taken long-awaited steps to stabilize its currency and return to economic orthodoxy—decisions with implications for investors, according to Franklin Templeton Emerging Markets Equity team.

Emerging Market Insights – Semiconductor sector soars
Emerging Markets

Emerging Market Insights – Semiconductor sector soars

Read why the semiconductor industry, electric vehicles and Egypt are topics the Franklin Templeton Emerging Markets Equity team is thinking about today.

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.

Recovery road map in the year of the dragon
Perspective

Recovery road map in the year of the dragon

As we enter the year of the dragon, get thoughts from the Franklin Templeton Emerging Markets Equity team on the road map for recovery in China’s economy and equity markets.

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.

Growth opportunities in emerging markets
Asia

Growth opportunities in emerging markets

Emerging markets offer dynamic growth opportunities for investors, from consumer goods to logistics to technology. Find out more from Franklin Templeton Emerging Markets Equity’s Chetan Sehgal.

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.