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.

Local Investors Discover Brazilian Stocks
Latin America

Local Investors Discover Brazilian Stocks

The COVID-19 pandemic has been devastating for Brazil, but heavy government spending and monetary policy easing have helped bring some stability to the economy. Claus Born, senior vice president and institutional product specialist, Franklin Templeton Emerging Markets Equity, shares some thoughts as to why local investors have been supporting its market in recent days, too.

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.

Emerging Markets Outpace Developed Markets in July
Perspective

Emerging Markets Outpace Developed Markets in July

Some emerging markets have been coping with the COVID-19 crisis better than others, and their economies are in different stages of recovery. Our emerging markets equity team highlights a few—and offers thoughts on why the pandemic has accelerated some existing fundamental and technological trends.

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.

South Korea: A Shining Example of Emerging Market Leadership
Asia

South Korea: A Shining Example of Emerging Market Leadership

Our emerging markets equity team has often emphasized how emerging markets have evolved over the decades in ways many investors may not realize. Today, emerging economies boast many cutting-edge companies that are industry leaders. And, many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic. South Korea is one such example of both.

COVID-19: A Positive Tipping Point for Some Brazilian Banks?
Latin America

COVID-19: A Positive Tipping Point for Some Brazilian Banks?

The coronavirus pandemic is hurting Brazilian banks in the near term, but is the outlook entirely grim? Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain banks could emerge from the outbreak stronger relative to a new pack of financial technology competitors.

The New Emerging Markets Landscape
Asia

The New Emerging Markets Landscape

Economies across the globe have begun to emerge from various stages of COVID-19 lockdowns and look toward recovering economic growth. Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today—some of which may help certain countries weather the crisis.