Investment Adventures in Emerging Markets

Chinese Equities: Conviction Amid Change in the Year of the Tiger
Asia

Chinese Equities: Conviction Amid Change in the Year of the Tiger

The upcoming Chinese New Year will usher in the Year of the Tiger, an animal in the Chinese zodiac widely associated with strength and courage. Franklin Templeton Emerging Markets Equity’s Michael Lai discusses his constructive outlook for China and the investment opportunities he sees.

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.

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Asia

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?

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.

Three Reasons We Remain Bullish on Emerging Markets Long Term
Asia

Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on emerging markets outside of Asia, our Emerging Markets Equity Senior Managing Director Chetan Sehgal nonetheless remains bullish on the long-term potential of emerging markets and outlines three main reasons: debt, valuations and cashflows.

Evergrande Crisis and Contagion Risks
Asia

Evergrande Crisis and Contagion Risks

Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general. They don’t see risk of systemic contagion.

China’s Regulatory Tightening: Our View on Goals and Scope
Asia

China’s Regulatory Tightening: Our View on Goals and Scope

China’s government recently enacted new regulations on a number of industries, which has caused some investor concern. Our Emerging Markets Equity team follows up some of its initial commentary on the matter here, noting policies do not have a uniform effect on companies.