emerging market outlook Archives - Investment Adventures in Emerging Markets

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

Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

Manraj Sekhon, CFA | June 30, 2021

Perspective

Strength in Emerging Markets Currencies Boosts Returns in May

Emerging markets continue to recover from the impacts of COVID-19 and are showing resilience, although many economies remain vulnerable. Our Emerging Markets Equity team recaps events and performance for the month of May and shares its latest outlook.

June 08, 2021

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.

Manraj Sekhon, CFA | April 07, 2021

Asia

Expectations of Economic Normalization in 2021 Drove Confidence in Emerging Markets in the Final Quarter of 2020

Emerging markets managed to navigate a challenging 2020 amid the COVID-10 pandemic—in some cases better than developed markets. Our Emerging Markets Equity team outlines what drove optimism in the fourth quarter of 2020, and why it has an eye on East Asia in particular as economies continue to recover in the year ahead.

January 12, 2021

Asia

Optimism in Asia Drives Emerging Market Outperformance in October

Despite the COVID-19 pandemic, emerging markets have shown a continued appetite for structural reforms that could lay the foundation for lasting economic recoveries, according to our Emerging Markets Equity team. Here are some highlights of news and events driving emerging markets during the month of October, and where the team sees opportunities today.

November 10, 2020

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.

August 07, 2020

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.

Manraj Sekhon, CFA | July 14, 2020

Perspective

Improving Confidence Drives Emerging Market Rally in April

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can weather the crisis—and maybe even eventually emerge stronger as new technologies are adopted.

May 12, 2020

Perspective

October Market Recap and Outlook: A Sea of Opportunities

Emerging markets continued to struggle in October amid an environment of heightened equity-market volatility globally. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, believe the pullback presents long-term investors with opportunities amid what they dub an overreaction. They present the team’s overview of the emerging-markets universe in October.

Manraj Sekhon, CFA | November 15, 2018