Investment Adventures in Emerging Markets

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.

Update on India’s Second COVID Wave
Asia

Update on India’s Second COVID Wave

While the COVID-19 situation in India is serious with case numbers spiking across the nation, reaction to the recent second wave has been swift, with the population being much more vigilant and following COVID protocols. Our Emerging Markets Equity team’s Murali Yerram weighs in on why the economy should be able to bounce back.

Shining a Spotlight on Solar in China
Asia

Shining a Spotlight on Solar in China

Technological disruptions continue to transform global society in many ways, and emerging markets have embraced them. In certain industries, these technological innovations are driving economic growth and presenting compelling new opportunities for investors. Franklin Templeton Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise shines a spotlight on one of these powerful new opportunities right above our heads—solar.

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

In the Face of an Uneven Economic Recovery
Perspective

In the Face of an Uneven Economic Recovery

First-quarter economic data suggest the longer-term global outlook and recovery will be anything but linear, argue Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, and World Bank Group Lead Economist for Malaysia Richard Record. In the midst of vaccination programmes and continued fiscal stimulus, they got together to discuss how they are navigating a mid-pandemic economy.

Bridging the ESG Gap in China
Perspective

Bridging the ESG Gap in China

Is China’s ambition to become carbon neutral by 2060 viable? A look at what these ambitions say about the country’s wider ESG goals.

A Volatile First Quarter Delivers Gains
Perspective

A Volatile First Quarter Delivers Gains

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.

Emerging Markets: the Post-Pandemic Promise
Asia

Emerging Markets: the Post-Pandemic Promise

Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon highlights why the team’s conviction in emerging markets hasn’t wavered.

Earnings Matter in Emerging Markets
Perspective

Earnings Matter in Emerging Markets

Emerging market resilience shouldn’t come as a surprise, says Franklin Templeton Emerging Markets’ Andrew Ness. He reminds investors why fundamentals look as attractive as ever.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.

PODCAST: Comparing the Recovery in US and Emerging Markets
Perspective

PODCAST: Comparing the Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Asian Equities Drove Emerging Markets Higher in January
Perspective

Asian Equities Drove Emerging Markets Higher in January

Emerging market equities started off the year strong, with positive performances overall in January. Our Emerging Market Equity team provides an overview of what drove market moves, and why it has an eye on frontier markets in particular when looking longer term.