Investment Adventures in Emerging Markets

Brazil: Worth a Closer Look
Latin America

Brazil: Worth a Closer Look

Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.

The Innovation Inflection Point
Perspective

The Innovation Inflection Point

The Franklin Templeton Emerging Markets Equity team explores new innovations and long-term investment opportunities in emerging markets.

MENA Equities: Five Key Themes and Reasons for Optimism
MENA

MENA Equities: Five Key Themes and Reasons for Optimism

The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region, according to Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma. They point to several themes supporting the investment case, including robust government balance sheets, currency pegs to the US dollar and higher oil prices, which should provide policymakers with ample tools to mitigate any inflationary risks over the medium term.

Investment Implications of the Russian Invasion
Asia

Investment Implications of the Russian Invasion

Investors’ worst fears about Russia’s intentions toward Ukraine have materialized following Russian President Vladimir Putin‘s announcement he is sending troops into the country to “demilitarize” the nation. Our Emerging Markets Equity team provides insights on the situation. 

Is Now the Time to Consider Chinese Equities?
Asia

Is Now the Time to Consider Chinese Equities?

Given a challenging 2021, is now the time to embrace Chinese equities? That’s the question our Franklin Templeton Investment Solutions team is pondering today—and the answer isn’t a simple one.

Emerging Markets: A Constructive 2022 in Sight
Perspective

Emerging Markets: A Constructive 2022 in Sight

2021 has been a challenging year for EMs, but there are several reasons to be constructive about the outlook for 2022, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. 

Tech Trends and More in 2022 and Beyond
Perspective

Tech Trends and More in 2022 and Beyond

Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness. They say resilient technology demand is a multiyear tailwind for emerging markets.

How Vulnerable Is Emerging Market Debt to Fed Tapering in 2022?
Asia

How Vulnerable Is Emerging Market Debt to Fed Tapering in 2022?

Will emerging markets be able to cope when the Federal Reserve starts tapering its asset purchases? In this excerpt from their recent topic paper, our Franklin Templeton Fixed Income team explores reasons why they think emerging markets are in good shape to weather monetary policy changes in 2022.

Socialism with Chinese Characteristics: Understanding China’s Policymaking
Asia

Socialism with Chinese Characteristics: Understanding China’s Policymaking

The latest issue of “Trends Reinforced” examines the strategic goals that have shaped China’s latest regulatory moves. Read an excerpt from Portfolio Manager Michael Lai.

Is India the Next Internet and Digitalization Frontier?
Asia

Is India the Next Internet and Digitalization Frontier?

Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.

ESG Disclosures: Looking Beyond the Surface
Perspective

ESG Disclosures: Looking Beyond the Surface

Across emerging markets, corporate ESG disclosures are uneven, and therein lies the opportunity for investors who look beyond the surface, according to Franklin Templeton Emerging Markets Equity’s Andrew Ness and Preyesh Patel.

Climate Change in Emerging Markets
Asia

Climate Change in Emerging Markets

Emerging markets (EMs) vary considerably in their approaches to mitigating climate change. Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon explores how key countries have announced climate-aware ambitions and plans to tackle major environmental concerns.