Investment Adventures in Emerging Markets

Heightened Regulatory Scrutiny in China: What Investors Need to Know
Asia

Heightened Regulatory Scrutiny in China: What Investors Need to Know

China has announced recent regulatory changes targeting specific industries, which has led to some heighted market volatility. Our Emerging Markets Equity team examines what the changes are, why they were implemented, and the potential implications for investors.

Inflation Trends Across Emerging Markets
Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

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.