Investment Adventures in Emerging Markets

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: Just When You Think You’ve Seen It All
Asia

Emerging Markets: Just When You Think You’ve Seen It All

In this excerpt from our Global Investment Outlook, our Emerging Markets Equity CIO Manraj Sekhon sees some hopeful signs as countries recover from the COVID-19 crisis.   

Investors Turn Cautious in September after a Strong Start to the Quarter
Perspective

Investors Turn Cautious in September after a Strong Start to the Quarter

Emerging markets have had different approaches to coping with COVID-19 and are at different stages of recovery. Our emerging markets equity team examines trends, news and data shaping emerging markets in the third quarter, and shares its latest outlook.

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.