Investment Adventures in Emerging Markets

Coronavirus: Signs of Normalcy Emerge as China Re-Opens
Asia

Coronavirus: Signs of Normalcy Emerge as China Re-Opens

China has lifted some lockdown restrictions. What’s next for emerging market Asia? Our Andrew Ness shares his thoughts.

Improving Confidence Drives Emerging Market Rally in April
Perspective

Improving Confidence Drives Emerging Market Rally in April

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can weather the crisis—and maybe even eventually emerge stronger as new technologies are adopted.

Why Emerging Market Debt Remains Attractive Despite Near-Term Uncertainty
Perspective

Why Emerging Market Debt Remains Attractive Despite Near-Term Uncertainty

With some countries slowly lifting coronavirus lockdown periods, does it make sense to invest in risk assets again—namely emerging markets? Franklin Templeton Fixed Income’s Nicholas Hardingham takes a look at the emerging market debt landscape in the wake of the coronavirus.

PODCAST: How COVID-19 Is Testing the Resiliency of Emerging Markets
Perspective

PODCAST: How COVID-19 Is Testing the Resiliency of Emerging Markets

Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward toward recovery from the COVID-19 pandemic.

MENA Equities: Why Long-Term Investors Should Stay the Course
MENA Region

MENA Equities: Why Long-Term Investors Should Stay the Course

Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma share their on-the-ground view of the regional response to the coronavirus pandemic, and why they think times of exceptional stress could provide potential opportunities ahead.

India’s “Whatever It Takes” Attitude to COVID-19
Asia

India’s “Whatever It Takes” Attitude to COVID-19

India’s government has implemented a series of measures to contain the spread of the coronavirus, aiming to strike a balance between saving lives and preventing an economic catastrophe. It recently stepped up its fight, extending a lockdown of its 1.3 billion citizens until May 3. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the implications.

Global Flight to Safety Weighed on Emerging Markets in the First Quarter
Perspective

Global Flight to Safety Weighed on Emerging Markets in the First Quarter

The Franklin Templeton Emerging Markets Equity team offers an overview of how the coronavirus has impacted emerging markets over the past month, and shares their latest outlook.

Seizing Opportunities in Emerging Market Small Caps
Asia

Seizing Opportunities in Emerging Market Small Caps

Some market challenges facing emerging market small-cap stocks, according to our Vikas Chiranewal and Krzysztof Musialik.

Navigating Emerging Markets During Uncertain Times: This Too Shall Pass
Perspective

Navigating Emerging Markets During Uncertain Times: This Too Shall Pass

Franklin Templeton Emerging Markets Equity’s Andrew Ness still thinks there’s underlying long-term potential in emerging markets. He shares the specifics of what he’s on the lookout for as an investor in this highly uncertain period—which eventually will pass.

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?
Asia

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?

What could a recovery look like for Chinese equities? Thoughts from Franklin Templeton Emerging Markets Equity’s Michael Lai.

PODCAST: Perspective on China and Emerging Markets: Recovery Begins
Asia

PODCAST: Perspective on China and Emerging Markets: Recovery Begins

While the United States and Europe are just starting to feel the economic impacts of the coronavirus, China is starting to recover. In our latest podcast, Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity offers some perspective from Asia and where potential investment opportunities may be found in emerging markets.

The Oil Price Plunge and Emerging Markets Impact
MENA

The Oil Price Plunge and Emerging Markets Impact

Falling oil prices can be a double-edged sword in terms of economic impact: welcomed by consumers, but not by producers. Franklin Templeton Emerging Markets Equity’s Bassel Khatoun shares his thoughts on the impact of lower oil prices on emerging market economies and some considerations for investors.