Investment Adventures in Emerging Markets

Investment opportunities in Latin America
Latin America

Investment opportunities in Latin America

The Franklin Templeton Emerging Markets Equity team discusses the three themes of renewables, nearshoring and consumption in Latin America from an investor perspective.

Taking note of emerging market opportunities
Perspective

Taking note of emerging market opportunities

Global currencies started outshining the US dollar toward the end of last year, giving a boost to international equities. With the tide likely turning for emerging markets in 2023, what should investors know about country allocation? Dina Ting, our Head of Index Portfolio Management, shares her views.

Emerging Market Insights: Domestic demand in focus
Asia

Emerging Market Insights: Domestic demand in focus

Global equities began the year on a strong footing—particularly emerging markets. Is now a good time to jump in? Franklin Templeton’s Emerging Markets Equity team offers its latest outlook.

Emerging Markets Insights: Optimism on 2023 outlook
Asia

Emerging Markets Insights: Optimism on 2023 outlook

As we head further into 2023, our Franklin Templeton Emerging Markets Equity Team finds many reasons to be constructive about emerging markets.

Potential tailwinds for Asian emerging markets in 2023
Asia

Potential tailwinds for Asian emerging markets in 2023

Emerging Asian equity markets look poised for a better year ahead, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He outlines key catalysts, including China’s relaxation of COVID-19 policies.

Emerging Markets Insights: China reaches an inflection point
Asia

Emerging Markets Insights: China reaches an inflection point

China is reaching an inflection point that has broader implications for emerging markets, according to Franklin Templeton Emerging Markets Equity. The team also says the divergent outlook for net corporate margins may have an impact on the relative performance of emerging and developed markets in 2023, potentially benefiting the former. 

Emerging markets in November: Latin America continues to shine
Latin America

Emerging markets in November: Latin America continues to shine

The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term, according to our Franklin Templeton Emerging Markets Equity team.

Brazil: Setting the stage for a brighter future?
Latin America

Brazil: Setting the stage for a brighter future?

Luiz Inácio Lula da Silva has won Brazil’s presidential election in a tight race, and will take his third term as president of Latin America’s largest economy. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Marcos Mundim examine the investment landscape in the wake of the result.

Emerging market equities—why now?
Perspective

Emerging market equities—why now?

Emerging markets are resilient and better positioned than developed markets to face the current uncertain global environment, according to Franklin Templeton Emerging Market Equity’s Andrew Ness. He makes the case for investors to take a look at this underappreciated and undervalued asset class.

On growth, exports and supply chain diversification: Making the case for South Korean equities
Asia

On growth, exports and supply chain diversification: Making the case for South Korean equities

It’s been a challenging year for South Korean equities, but focusing on the longer term, there are opportunities tied to a recovery in growth—particularly key export areas, according to Sukumar Rajah of Franklin Templeton Emerging Markets Equity. He also explains how the US Inflation Reduction Act could potentially benefit South Korea.

Emerging markets insights: October focus on politics in emerging markets
Asia

Emerging markets insights: October focus on politics in emerging markets

Slower global growth, a strong US dollar, global supply chain woes and domestic economic factors have created headwinds for emerging markets, but Franklin Templeton Emerging Markets Equity still sees long-term growth potential.

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.