Investment Adventures in Emerging Markets

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
Chinese equities poised to rebound after unsustainable low
Asia

Chinese equities poised to rebound after unsustainable low

Positive catalysts, such as the anticipated easing of both COVID-19 restrictions and geopolitical tensions, paired with policy loosening, may help the Chinese equity market recover, according to Franklin Templeton Emerging Market Equity’s Michael Lai. He shares his latest outlook and where he finds investment opportunities.

Michael Lai, CFA | September 06, 2022
Bolstering building blocks and silicon shields
Asia

Bolstering building blocks and silicon shields

As the global chip shortage drags on, Taiwan’s semiconductor industry remains front and center for the world economy. Despite the US passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, offers reflections on Taiwan and its investment potential as a dominant force in the semiconductor industry.

Dina Ting, CFA | August 12, 2022
Emerging markets are down, but not out
Asia

Emerging markets are down, but not out

Global markets are facing a number of headwinds this year, but there are also reasons for optimism, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. He shares his mid-year outlook for emerging markets.

Manraj Sekhon, CFA | July 01, 2022
Sustainable beef is key to slowing Amazon deforestation
Perspective

Sustainable beef is key to slowing Amazon deforestation

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Claus Born and Preyesh Patel from Franklin Templeton Emerging Markets Equity believe systemic problems like climate change means sustainable practices by private farmers, ranchers and pastoralists in Brazil play an equally important role in delivering potentially carbon-free beef to consumers.

Claus Born, CFA | June 27, 2022