Investment Adventures in Emerging Markets

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021
Perspective

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021

Local knowledge will be crucial to navigating emerging market debt in 2021, says Franklin Templeton Fixed Income’s Nik Hardingham. Read his outlook.

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November
Perspective

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November

The year looks like it’s ending on an optimistic note as emerging markets are holding strong overall, according to our Emerging Markets Equity team. The team outlines reasons 2021 could bring brighter days, and offers highlights of news and events driving emerging markets during the month of November.

Technology: One World, Two Systems
Asia

Technology: One World, Two Systems

The global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains. Our Chetan Sehgal explains.

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?
Asia

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?

How might China’s health care story unfold in 2021 and beyond? Read Chetan Sehgal and Michael Lai’s outlook here.

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
Asia

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

Optimism in Asia Drives Emerging Market Outperformance in October
Asia

Optimism in Asia Drives Emerging Market Outperformance in October

Despite the COVID-19 pandemic, emerging markets have shown a continued appetite for structural reforms that could lay the foundation for lasting economic recoveries, according to our Emerging Markets Equity team. Here are some highlights of news and events driving emerging markets during the month of October, and where the team sees opportunities today.

Emerging Markets: Just When You Think You’ve Seen It All
Asia

Emerging Markets: Just When You Think You’ve Seen It All

In this excerpt from our Global Investment Outlook, our Emerging Markets Equity CIO Manraj Sekhon sees some hopeful signs as countries recover from the COVID-19 crisis.   

Investors Turn Cautious in September after a Strong Start to the Quarter
Perspective

Investors Turn Cautious in September after a Strong Start to the Quarter

Emerging markets have had different approaches to coping with COVID-19 and are at different stages of recovery. Our emerging markets equity team examines trends, news and data shaping emerging markets in the third quarter, and shares its latest outlook.

Local Investors Discover Brazilian Stocks
Latin America

Local Investors Discover Brazilian Stocks

The COVID-19 pandemic has been devastating for Brazil, but heavy government spending and monetary policy easing have helped bring some stability to the economy. Claus Born, senior vice president and institutional product specialist, Franklin Templeton Emerging Markets Equity, shares some thoughts as to why local investors have been supporting its market in recent days, too.

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August
Asia

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August

Emerging markets overall felt a dose of optimism in August amid hopes for a COVID-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Our emerging markets equity team breaks down the key trends, news and events it has an eye on, and shares its latest market outlook.

Health Care: The Next Wave of Innovation in China
Asia

Health Care: The Next Wave of Innovation in China

Our Emerging Markets Equity team's Michael Lai and Elizabeth Wu take a look at a new breed of innovative enterprises in China that could transform health care outcomes in the years ahead.

MENA Market Outlook: Managing the Economic Fallout
MENA Region

MENA Market Outlook: Managing the Economic Fallout

What challenges and opportunities could investors in the MENA region face? Read insights from Franklin Templeton Emerging Markets Equity's Bassel Khatoun and Salah Shamma.