Investment Adventures in Emerging Markets

Investing Beyond the Storm: A View from the MENA Region
MENA Region

Investing Beyond the Storm: A View from the MENA Region

The economic fallout from COVID-19 hit oil-exporting countries hard. Global Sukuk and MENA Fixed Income’s Dino Kronfol and Franklin Templeton Emerging Markets Equity’s Salah Shamma are nonetheless optimistic about the prospects for the Middle East and North Africa (MENA) region. They say a recovery could gather pace for the rest of 2021 on the back of sweeping structural reforms.

Earnings Matter in Emerging Markets
Perspective

Earnings Matter in Emerging Markets

Emerging market resilience shouldn’t come as a surprise, says Franklin Templeton Emerging Markets’ Andrew Ness. He reminds investors why fundamentals look as attractive as ever.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.

PODCAST: Comparing the Recovery in US and Emerging Markets
Perspective

PODCAST: Comparing the Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Asian Equities Drove Emerging Markets Higher in January
Perspective

Asian Equities Drove Emerging Markets Higher in January

Emerging market equities started off the year strong, with positive performances overall in January. Our Emerging Market Equity team provides an overview of what drove market moves, and why it has an eye on frontier markets in particular when looking longer term.

Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox
Asia

Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox

Ahead of the new lunar year, our Stephen Tong, Desmond Soon and Michael Lai weigh in on how investors might navigate Asian markets with the characteristics of the Chinese zodiac’s ox in mind, traditionally associated with patience, diligence and persistence.

Emerging Markets: A Strong Year, a Stronger Outlook
Asia

Emerging Markets: A Strong Year, a Stronger Outlook

Franklin Templeton Emerging Markets Equity's Manraj Sekhon highlights structural advantages in emerging markets in his 2021 outlook.

Taiwan’s Institutional Resilience
Asia

Taiwan’s Institutional Resilience

What’s been the driving force behind Taiwan’s steady ascent up the value chain in manufacturing? Insights from Franklin Templeton Emerging Markets Equity's Alistair MacDonald and Chetan Sehgal.

Expectations of Economic Normalization in 2021 Drove Confidence in Emerging Markets in the Final Quarter of 2020
Asia

Expectations of Economic Normalization in 2021 Drove Confidence in Emerging Markets in the Final Quarter of 2020

Emerging markets managed to navigate a challenging 2020 amid the COVID-10 pandemic—in some cases better than developed markets. Our Emerging Markets Equity team outlines what drove optimism in the fourth quarter of 2020, and why it has an eye on East Asia in particular as economies continue to recover in the year ahead.

Frontier and MENA 2021 Outlook: A New Era of Investment
MENA

Frontier and MENA 2021 Outlook: A New Era of Investment

Why investors should pay attention to Kuwait’s upgrade to emerging market status, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun. Read more in his frontier and MENA 2021 outlook.

Pandemic Accelerates New Economic Landscape for Emerging Markets
Asia

Pandemic Accelerates New Economic Landscape for Emerging Markets

Franklin Templeton Emerging Markets Equity’s Chetan Sehgal explores what the new economy entails for emerging markets, and why companies offering diverse services have caught his eye.

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021
Perspective

Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021

Local knowledge will be crucial to navigating emerging market debt in 2021, says Franklin Templeton Fixed Income’s Nik Hardingham. Read his outlook.