Investment Adventures in Emerging Markets

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation
Asia

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation

Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, recently held a roundtable on emerging markets (EMs) with Andrew Ness, Portfolio Manager for Franklin Templeton Emerging Markets Equity, and Alastair Reynolds, Portfolio Manager for Martin Currie Emerging Markets. The news on EMs is they have some of the best-performing companies, year-to-date. Below are some highlights of their conversation.

Community Group Buying: The Hottest Trend in China’s E-commerce
Asia

Community Group Buying: The Hottest Trend in China’s E-commerce

China is known for having the highest e-commerce penetration rate in the world. Beyond traditional online purchases of merchandise, booking of services and ordering food, innovative e-commerce models are constantly being developed. Among the hottest since last year is “community group buying.” It was initially an answer to challenges Chinese consumers faced in smaller cities due to COVID-19. It is rapidly becoming an important driver for the expansion of e-commerce into so-far untapped markets.

Shining a Spotlight on Solar in China
Asia

Shining a Spotlight on Solar in China

Technological disruptions continue to transform global society in many ways, and emerging markets have embraced them. In certain industries, these technological innovations are driving economic growth and presenting compelling new opportunities for investors. Franklin Templeton Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise shines a spotlight on one of these powerful new opportunities right above our heads—solar.

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

Bridging the ESG Gap in China
Perspective

Bridging the ESG Gap in China

Is China’s ambition to become carbon neutral by 2060 viable? A look at what these ambitions say about the country’s wider ESG goals.

A Volatile First Quarter Delivers Gains
Perspective

A Volatile First Quarter Delivers Gains

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.

Emerging Markets: the Post-Pandemic Promise
Asia

Emerging Markets: the Post-Pandemic Promise

Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon highlights why the team’s conviction in emerging markets hasn’t wavered.

Earnings Matter in Emerging Markets
Perspective

Earnings Matter in Emerging Markets

Emerging market resilience shouldn’t come as a surprise, says Franklin Templeton Emerging Markets’ Andrew Ness. He reminds investors why fundamentals look as attractive as ever.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.

Asian Equities Drove Emerging Markets Higher in January
Perspective

Asian Equities Drove Emerging Markets Higher in January

Emerging market equities started off the year strong, with positive performances overall in January. Our Emerging Market Equity team provides an overview of what drove market moves, and why it has an eye on frontier markets in particular when looking longer term.

Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox
Asia

Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox

Ahead of the new lunar year, our Stephen Tong, Desmond Soon and Michael Lai weigh in on how investors might navigate Asian markets with the characteristics of the Chinese zodiac’s ox in mind, traditionally associated with patience, diligence and persistence.

Taiwan’s Institutional Resilience
Asia

Taiwan’s Institutional Resilience

What’s been the driving force behind Taiwan’s steady ascent up the value chain in manufacturing? Insights from Franklin Templeton Emerging Markets Equity's Alistair MacDonald and Chetan Sehgal.