Investment Adventures in Emerging Markets

Inflation Trends Across Emerging Markets
Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

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.

A New APAC Trading Partnership
Asia

A New APAC Trading Partnership

Franklin Templeton Emerging Markets Equity Portfolio Manager Andrew Ness says the new Regional Comprehensive Economic Partnership stands in contrast to the recent deglobalization trend.

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
Asia

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

Optimism in Asia Drives Emerging Market Outperformance in October
Asia

Optimism in Asia Drives Emerging Market Outperformance in October

Despite the COVID-19 pandemic, emerging markets have shown a continued appetite for structural reforms that could lay the foundation for lasting economic recoveries, according to our Emerging Markets Equity team. Here are some highlights of news and events driving emerging markets during the month of October, and where the team sees opportunities today.

Emerging Markets Rally as Economies Reopen in the Second Quarter
Perspective

Emerging Markets Rally as Economies Reopen in the Second Quarter

The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalization as well as new innovations.

South Korea: A Shining Example of Emerging Market Leadership
Asia

South Korea: A Shining Example of Emerging Market Leadership

Our emerging markets equity team has often emphasized how emerging markets have evolved over the decades in ways many investors may not realize. Today, emerging economies boast many cutting-edge companies that are industry leaders. And, many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic. South Korea is one such example of both.

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.

Coronavirus and the Implications for Emerging Markets
Asia

Coronavirus and the Implications for Emerging Markets

In addition to the toll on human lives, the coronavirus outbreak in China brings potential economic and market implications for China and beyond. Franklin Templeton Emerging Markets Equity team has been monitoring the situation and weighs in with some thoughts, comparing it to the outbreak of SARS in 2003.

Looking Past the Hang-Ups for Asia’s Smartphone Industry
Asia

Looking Past the Hang-Ups for Asia’s Smartphone Industry

Despite the US-China trade war, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah doesn’t think the opportunity set for emerging markets is lost. He explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia.