Investment Adventures in 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.

Sukumar Rajah | December 13, 2022
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. 

December 12, 2022
Asian tigers: South Korea and Taiwan
Asia

Asian tigers: South Korea and Taiwan

Buoyed by chips and electric vehicle optimism as well as strong fundamentals, South Korea and Taiwan may offer long-term opportunities according to Franklin Templeton’s Marcus Weyerer and Dina Ting.

Marcus Weyerer, CFA | November 30, 2022
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.

November 08, 2022
Developments in China and impact on portfolios
Asia

Developments in China and impact on portfolios

The Franklin Templeton Emerging Markets Equity team offers some highlights of China’s 20th Congress and investment considerations.

November 01, 2022
Lula returns to helm of world’s 12th largest economy: “Brazil is back”
Latin America

Lula returns to helm of world’s 12th largest economy: “Brazil is back”

After reclaiming the presidency, Brazil's Luiz Inácio Lula da Silva vows to bring back prosperity and must aim to unite a divided nation. Franklin Templeton’s Marcus Weyerer and Dina Ting weigh the risks of a contested result with initial signals of subdued domestic volatility and signs that Brazil remains a bright spot among still-challenging market scenarios.

Marcus Weyerer, CFA | October 31, 2022
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.

Gustavo Stenzel, CFA | October 30, 2022
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.

Andrew Ness, ASIP | October 28, 2022
Outlook for GCC bond and equity markets amid macroeconomic headwinds
MENA

Outlook for GCC bond and equity markets amid macroeconomic headwinds

With growth slowing and recession becoming more of a possibility amid elevated inflation and hawkish central banks globally, GCC bond and equity markets have become more volatile. Nevertheless, there are still opportunities in select countries and sectors that are more defensive in nature or could benefit from the same macroeconomic factors causing general uncertainty. Franklin Templeton’s Mohieddine Kronfol and Salah Shamma share their thoughts on the current environment and where they see opportunities in their respective areas.

Mohieddine (Dino) Kronfol | October 18, 2022
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.

Sukumar Rajah | October 11, 2022
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.

October 06, 2022
China’s long-term prospects and catalysts
Asia

China’s long-term prospects and catalysts

China’s equity market has had a volatile year, but Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, finds reasons for long-term optimism.

Dina Ting, CFA | September 28, 2022