Investment Adventures in Emerging Markets

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.

Tech Trends and More in 2022 and Beyond
Perspective

Tech Trends and More in 2022 and Beyond

Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness. They say resilient technology demand is a multiyear tailwind for emerging markets.

Climate Change in Emerging Markets
Asia

Climate Change in Emerging Markets

Emerging markets (EMs) vary considerably in their approaches to mitigating climate change. Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon explores how key countries have announced climate-aware ambitions and plans to tackle major environmental concerns.

What’s Next for the Emerging Market Recovery?
Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

A Volatile First Quarter Delivers Gains
Perspective

A Volatile First Quarter Delivers Gains

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.

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.

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.

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.

Emerging Markets Outpace Developed Markets in July
Perspective

Emerging Markets Outpace Developed Markets in July

Some emerging markets have been coping with the COVID-19 crisis better than others, and their economies are in different stages of recovery. Our emerging markets equity team highlights a few—and offers thoughts on why the pandemic has accelerated some existing fundamental and technological trends.

COVID-19: A Positive Tipping Point for Some Brazilian Banks?
Latin America

COVID-19: A Positive Tipping Point for Some Brazilian Banks?

The coronavirus pandemic is hurting Brazilian banks in the near term, but is the outlook entirely grim? Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain banks could emerge from the outbreak stronger relative to a new pack of financial technology competitors.

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.