Investment Adventures in Emerging Markets

Chinese equities poised to rebound after unsustainable low
Asia

Chinese equities poised to rebound after unsustainable low

Positive catalysts, such as the anticipated easing of both COVID-19 restrictions and geopolitical tensions, paired with policy loosening, may help the Chinese equity market recover, according to Franklin Templeton Emerging Market Equity’s Michael Lai. He shares his latest outlook and where he finds investment opportunities.

Bolstering building blocks and silicon shields
Asia

Bolstering building blocks and silicon shields

As the global chip shortage drags on, Taiwan’s semiconductor industry remains front and center for the world economy. Despite the US passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, offers reflections on Taiwan and its investment potential as a dominant force in the semiconductor industry.

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.

Sustainable beef is key to slowing Amazon deforestation
Perspective

Sustainable beef is key to slowing Amazon deforestation

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Claus Born and Preyesh Patel from Franklin Templeton Emerging Markets Equity believe systemic problems like climate change means sustainable practices by private farmers, ranchers and pastoralists in Brazil play an equally important role in delivering potentially carbon-free beef to consumers.

Happenstance, a ripe tomato and opportunity
Perspective

Happenstance, a ripe tomato and opportunity

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Mohieddine Kronfol from Franklin Templeton Fixed Income sees opportunity in controlled environment agriculture (CEA), a uniquely suitable industry for profitable, large-scale impact—truly doing good and doing well.

India: Three themes driving growth
Asia

India: Three themes driving growth

India is a dynamic urbanizing economy with a rapidly expanding middle class. Read more about this vast economy and why it is an attractive investment destination, from our Emerging Markets Equity’s Sukumar Rajah.

China: Separating Myth from Reality
Asia

China: Separating Myth from Reality

Head of Franklin Templeton Institute, Stephen Dover, dispels five myths about China’s economy and its financial system.

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
MENA

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics

The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.

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.

Spotlight on Saudi Arabia
MENA

Spotlight on Saudi Arabia

Saudi Arabia’s economic rebound is drawing attention with an obvious boon from rising oil prices. Outside of hydrocarbons, the country is continuing to diversify and reform in a number of sectors as part of its ambitious Vision 2030. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs, highlights developments on the kingdom’s horizon.

Emerging Markets Can Weather the US Rate Tightening Cycle
Perspective

Emerging Markets Can Weather the US Rate Tightening Cycle

The current period of rising interest rates and declining markets is unnerving, but it is also creating opportunities, according to Franklin Templeton Emerging Markets Equity team.

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.