emerging market outlook Archives - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

May 2024 Emerging Market Insights: China’s market rebounds

Three things Franklin Templeton Emerging Markets Equity has an eye on today: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices.

May 06, 2024

Latin America

Emerging markets in November: Latin America continues to shine

The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term, according to our Franklin Templeton Emerging Markets Equity team.

November 08, 2022

Asia

Emerging markets are down, but not out

Global markets are facing a number of headwinds this year, but there are also reasons for optimism, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. He shares his mid-year outlook for emerging markets.

Manraj Sekhon, CFA | July 01, 2022

Asia

Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on emerging markets outside of Asia, our Emerging Markets Equity Senior Managing Director Chetan Sehgal nonetheless remains bullish on the long-term potential of emerging markets and outlines three main reasons: debt, valuations and cashflows.

Chetan Sehgal, CFA | September 29, 2021

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