Investment Adventures in Emerging Markets

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?
Asia

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?

How might China’s health care story unfold in 2021 and beyond? Read Chetan Sehgal and Michael Lai’s outlook here.

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.

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.

Corporate Governance in Emerging Markets: Progress and Opportunity
Perspective

Corporate Governance in Emerging Markets: Progress and Opportunity

There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps some regulators and companies in emerging economies have taken to improve corporate governance. They also share where they see opportunities for investors to potentially benefit from the positive trajectory of change.

Corporate Governance in Emerging Markets: Harnessing Winds of Change
Perspective

Corporate Governance in Emerging Markets: Harnessing Winds of Change

Emerging markets provide many potential investment opportunities, but corporate governance shortfalls can present challenges. Over the years, some countries have moved faster than others to plug their governance gaps. In the first of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness outline what corporate governance is and how emerging markets are making improvements in this area.

From Imitation to Innovation: Emerging Markets’ Technology Journey
Perspective

From Imitation to Innovation: Emerging Markets’ Technology Journey

Our Chetan Sehgal and Andrew Ness explain why they think emerging markets equity today is a very different asset class from that of 25 years ago. Read more.

Are EM Small-Cap Stocks Due for a Rebound?
Perspective

Are EM Small-Cap Stocks Due for a Rebound?

“The EM small-cap space remains attractive to us, partly because many of the headwinds in 2018 have already been priced into valuations or are likely to abate this year.” - Franklin Templeton Emerging Markets Equity team

Emerging Markets Race Ahead in January
Asia

Emerging Markets Race Ahead in January

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.

Chinese New Year: Symbolism in the Year of the Pig
Asia

Chinese New Year: Symbolism in the Year of the Pig

As many come together to celebrate Chinese New Year, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness take a look into what the pig symbolizes, and how the pig might lend another way to consider emerging markets in the year ahead.

The Impact of US Policy on Emerging Markets: Three Investor Misconceptions
Asia

The Impact of US Policy on Emerging Markets: Three Investor Misconceptions

As investors continue to grapple with global market volatility, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal opines on three misconceptions or factors he thinks investors are overlooking, and why he’s optimistic for the longer term.

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018
Perspective

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018

Numerous uncertainties weighed on investor sentiment in 2018 and led to a down year for emerging markets overall, although the fourth quarter saw some outperformance versus developed markets. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in the fourth quarter of 2018, along with their current outlook.

Emerging Markets Equity Investing: Never Waste a Crisis
Perspective

Emerging Markets Equity Investing: Never Waste a Crisis

Emerging-market equity investors are likely happy to bid goodbye to 2018—a year filled with challenges and uncertainties. Chetan Sehgal, Franklin Templeton Emerging Markets Equity’s director of portfolio management, examines some of these challenges and uncertainties, and makes the case that investors may have been overreacting. He says many emerging markets were unjustifiably priced for crisis-type situations.