Investment Adventures in Emerging Markets

Emerging Market Insights: 2024 Outlook
Perspective

Emerging Market Insights: 2024 Outlook

Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. Get the latest outlook from Franklin Templeton Emerging Markets Equity.

India in 2024 and beyond
Asia

India in 2024 and beyond

In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.

Consider This: Is India the new China?
Asia

Consider This: Is India the new China?

India appears to be facing an unprecedented window of opportunity right now, and international investors are asking: Is this the new China? Thoughts from Franklin Templeton Institute’s Kim Catechis.

Emerging Market Insights: Easier financial conditions in emerging markets
Asia

Emerging Market Insights: Easier financial conditions in emerging markets

Interest-rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors
Asia

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors

The recent meeting between US President Joe Biden and China’s President Xi Jinping seemed to reassure investors, dispelling significant geopolitical uncertainty this year, according to Christy Tan of Franklin Templeton Institute.

Emerging Market Insights: Middle East impact muted
Perspective

Emerging Market Insights: Middle East impact muted

Fears of higher interest rates for longer continue to weigh on equities—including those in emerging markets. Franklin Templeton Emerging Markets Equity explores this and more in its latest market outlook.

Brazil’s equities and the price of oil: Enabling turbo mode?
Latin America

Brazil’s equities and the price of oil: Enabling turbo mode?

Brazil, the world’s eighth-largest oil producer, could cover half of the world’s offshore oil production by 2040. What’s the relationship between oil prices, Brazilian equities and the policies of President Luiz Inácio Lula da Silva? Franklin Templeton’s Marcus Weyerer and Dina Ting opine on Brazil’s economic landscape and potential opportunities a year out from Lula’s last election victory.

Emerging Markets Insights: Golden Week
Perspective

Emerging Markets Insights: Golden Week

While China’s recovery will aid trade and benefit other emerging markets (EMs), at a sector level, local, consumption-driven growth will remain a core theme for many EM economies, according to Franklin Templeton Emerging Markets Equity.

Growth opportunities in emerging markets
Asia

Growth opportunities in emerging markets

Emerging markets offer dynamic growth opportunities for investors, from consumer goods to logistics to technology. Find out more from Franklin Templeton Emerging Markets Equity’s Chetan Sehgal.

India takes on a commanding new role
Asia

India takes on a commanding new role

India is growing in influence on the world stage, and its vibrant market is worth paying attention to, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs. Find out more.

Emerging Markets Insights: From BRICS to BRICS+
Perspective

Emerging Markets Insights: From BRICS to BRICS+

The opportunity set is wide and growing wider in emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Emerging Markets Insights: Fund flows improving
Perspective

Emerging Markets Insights: Fund flows improving

Uncertainty toward emerging market economies is waning, as countries are focusing on growth strategies and policies to spur their respective economies. Franklin Templeton Emerging Markets Equity explores the investment implications.