Investment Adventures in Emerging Markets

Emerging Markets Insights: Emerging market earnings outlook
Perspective

Emerging Markets Insights: Emerging market earnings outlook

The earnings season in emerging markets is underway, and flat headline earnings growth in 2023 masks significant divergence across individual markets, according to Franklin Templeton’s Emerging Markets Equity.

Under the Macroscope: China’s consumption triangle—a possible trinity
Asia

Under the Macroscope: China’s consumption triangle—a possible trinity

China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.

Emerging Markets Insights: Emerging market banks are resilient
Perspective

Emerging Markets Insights: Emerging market banks are resilient

Banks in emerging markets are more resilient than US and European banks that suffered a liquidity crisis, according to Franklin Templeton’s Emerging Markets Equity team. Find out why:

Middle East & North Africa: New growth drivers
MENA

Middle East & North Africa: New growth drivers

The MENA region is home to a number of dynamic countries and companies—with a diverse range of investment opportunities. Franklin Templeton Emerging Markets Equity’s Salah Shamma and Bassel Khatoun make a case for investing in the region.

Emerging Market Insights: Headwinds for EMs from higher bond yields
Perspective

Emerging Market Insights: Headwinds for EMs from higher bond yields

Market swings seem likely in coming months, but Franklin Templeton’s Emerging Markets Equity team is focused on corporate fundamentals and longer-term structural trends including digitalization and premiumization. Get the team’s latest outlook.

The China equity rally is not over yet
Asia

The China equity rally is not over yet

Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter of last year. Senior ETF Investment Strategist Marcus Weyerer shares reasons for optimism.

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.

Bouncing into the Chinese Year of the Rabbit
Asia

Bouncing into the Chinese Year of the Rabbit

Gong Xi Fa Cai! Franklin Templeton Emerging Markets Equity’s Chetan Sehgal shares some thoughts on investing in China in the Year of the Rabbit.

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.

What’s in the price? MENA fixed income outlook for 2023
Asia

What’s in the price? MENA fixed income outlook for 2023

Fixed income faced a challenging 2022, but 2023 looks more promising for global sukuk and GCC fixed income, according to Dino Kronfol. He believes a focus on higher-quality fixed income sectors is prudent given continued uncertainties.