Investment Adventures in Emerging Markets

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.

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”
Asia

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”

“Despite some impact from a rising US dollar, we’ve seen some dramatic changes made to financial markets in emerging Asia since the AFC. This suggests to us that the emerging-market fundamentals we see today are more resilient and should avoid a repeat of the 1997 crisis.” – Chetan Sehgal, Franklin Templeton Emerging Markets Equity

November Market Recap and Outlook: Bulls Return to Emerging Markets
Perspective

November Market Recap and Outlook: Bulls Return to Emerging Markets

Emerging markets saw a rebound in November, as investors embraced bits of positive news in regard to an easing in US-China trade tensions and as well as slightly dovish thinking about the pace of US interest rate increases. 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 November along with their current outlook.

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors
Asia

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors

“In fact, we believe rising US protectionism could act as a spur to some developing economies and encourage more regional trade agreements between emerging markets.” Chetan Sehgal, Franklin Templeton Emerging Markets Equity