Carlos Hardenberg Archives - Investment Adventures in Emerging Markets

Guest Bloggers

Emerging Market 2018 Outlook

"We are very excited about frontier markets around the world, not only in Africa but also in Asia and Latin America. We view these markets as offering the opportunities of tomorrow, ideally for longer-term investors with a time horizon of over five years.” - Chetan Sehgal and Carlos Hardenberg, Templeton Emerging Markets Group

Mark Mobius | December 26, 2017

Guest Bloggers

Structural Growth Drivers Behind Emerging-Market Economies

“Emerging markets are no longer one-dimensional. We are seeing the cultivation of a new generation of innovative companies located in emerging markets—diversifying emerging-market economies and the opportunities for investors.” - Carlos Hardenberg, executive vice president and managing director, Templeton Emerging Markets Group

November 16, 2017

Guest Bloggers

Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new and diverse growth drivers. This evolution includes the rapid embrace of new technologies and the rapid digitalization of economies. Carlos Hardenberg, senior vice president and managing director at Templeton Emerging Markets Group, further addresses the topic.

September 20, 2017

Guest Bloggers

Mid-Year Outlook: The Resurgence of Emerging Markets

“The factors many investors have historically found attractive about the [emerging market] asset class have come back into play, including stronger earnings growth and robust consumer trends. While areas of risk remain, our view is we are still in the early innings of the emerging-market earnings growth upturn.” - Mark Mobius, Stephen Dover, Carlos Hardenberg and Chetan Sehgal

August 02, 2017

Guest Bloggers

Busting the Frontier-Market Myths

"There are a number of urban myths about frontier markets. We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives."

Carlos Hardenberg | June 01, 2017

Guest Bloggers

Why Things Aren’t What They Used to Be in Emerging Markets

After more than three years of languishing at depressed levels, earnings in emerging-market companies are showing signs of recovery, and that is reflected in the attitudes of companies and their management as well as in their financial data.

Carlos Hardenberg | March 23, 2017

Guest Bloggers

Focusing on Fundamental Improvement

We believe the challenges faced by some countries, sectors and companies have at times obscured in investors' minds the interesting opportunities within the emerging-markets space.

Carlos Hardenberg | December 13, 2016

Guest Bloggers

Frontier Markets in Focus: 2016 and Beyond

Frontier markets represent exciting long-term investment opportunities for our team. We see favorable fundamentals including strong economic growth, abundant natural and human resources, favorable demographic profiles, the potential for rapid technological progress, and potential benefits from improving infrastructure and improving standards of governance.

Carlos Hardenberg | January 12, 2016

Guest Bloggers

Meet My Team: Carlos Hardenberg

Frontier markets remain the most vibrant economies we are investing in today. The level of entrepreneurialism is astonishing, and the large and young consumer societies are increasingly demanding the same lifestyle of people in the Western world.

Mark Mobius | September 25, 2015