Investment Adventures in Emerging Markets

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August
Asia

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August

Emerging markets overall felt a dose of optimism in August amid hopes for a COVID-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Our emerging markets equity team breaks down the key trends, news and events it has an eye on, and shares its latest market outlook.

Health Care: The Next Wave of Innovation in China
Asia

Health Care: The Next Wave of Innovation in China

Our Emerging Markets Equity team's Michael Lai and Elizabeth Wu take a look at a new breed of innovative enterprises in China that could transform health care outcomes in the years ahead.

ESG Gains Traction in China as Investor Base Expands
Asia

ESG Gains Traction in China as Investor Base Expands

Franklin Templeton Emerging Markets Equity’s Michael Lai weighs in on some emerging trends he’s seen on ESG issues in China.

Emerging Markets: Opportunities and the Road Ahead
Asia

Emerging Markets: Opportunities and the Road Ahead

Our Emerging Markets Equity CIO Manraj Sekhon provides the team's midyear outlook, including how secular trends driving opportunities in emerging markets have accelerated because of the COVID-19 crisis.

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.

The New Emerging Market Landscape: Taking Leadership in Technology
Asia

The New Emerging Market Landscape: Taking Leadership in Technology

Some emerging markets are becoming technology leaders. The last article in our three-part series on the new emerging market landscape.

Optimism Capped by Renewed US-China Tensions in May
Perspective

Optimism Capped by Renewed US-China Tensions in May

Emerging market equities advanced overall in May as investors welcomed a gradual easing of coronavirus-related lockdowns in several parts of the world. However, renewed US-China trade tensions capped some optimism. Our Emerging Markets Equity team examines these and other events shaping markets in May, and shares its latest investment outlook moving past COVID-19.

US-China Trade Tensions Resurface as Lockdowns Lift
Asia

US-China Trade Tensions Resurface as Lockdowns Lift

As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface. Portfolio Manager Michael Lai offers his perspective from an investment lens on trade and other issues impacting China today.

Coronavirus: Signs of Normalcy Emerge as China Re-Opens
Asia

Coronavirus: Signs of Normalcy Emerge as China Re-Opens

China has lifted some lockdown restrictions. What’s next for emerging market Asia? Our Andrew Ness shares his thoughts.

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.

Global Flight to Safety Weighed on Emerging Markets in the First Quarter
Perspective

Global Flight to Safety Weighed on Emerging Markets in the First Quarter

The Franklin Templeton Emerging Markets Equity team offers an overview of how the coronavirus has impacted emerging markets over the past month, and shares their latest outlook.

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?
Asia

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?

What could a recovery look like for Chinese equities? Thoughts from Franklin Templeton Emerging Markets Equity’s Michael Lai.