Investment Adventures in Emerging Markets

Corporate Governance in Emerging Markets: Harnessing Winds of Change
Perspective

Corporate Governance in Emerging Markets: Harnessing Winds of Change

Emerging markets provide many potential investment opportunities, but corporate governance shortfalls can present challenges. Over the years, some countries have moved faster than others to plug their governance gaps. In the first of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness outline what corporate governance is and how emerging markets are making improvements in this area.

From Imitation to Innovation: Emerging Markets’ Technology Journey
Perspective

From Imitation to Innovation: Emerging Markets’ Technology Journey

Our Chetan Sehgal and Andrew Ness explain why they think emerging markets equity today is a very different asset class from that of 25 years ago. Read more.

Maintaining Sukuk’s Momentum
MENA Region

Maintaining Sukuk’s Momentum

How should we maintain the momentum we’ve seen propel growth in sukuk assets? Franklin Templeton Global Sukuk and MENA Fixed Income’s Dino Kronfol suggests some developments.

Saudi Arabia’s First Successful Play for Emerging-Market Status
MENA Region

Saudi Arabia’s First Successful Play for Emerging-Market Status

“Saudi Arabia remains a reform story on many levels; capital market reform has culminated in FTSE Russell’s decision to classify it as an emerging market. In our view, it’s encouraging that the bold fiscal reforms we’ve seen will likely put Saudi’s economy on more sustainable footing over the long-term.” - Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity

Getting to Know Chetan Sehgal
Perspective

Getting to Know Chetan Sehgal

“In the 23 years I’ve been investing in emerging markets, the biggest change I’ve seen has been improvements in corporate governance. Sometimes, investors don’t realize how much difference legal, regulatory and institutional frameworks make, especially in emerging-market economies.” Chetan Sehgal, senior managing director, director of portfolio management, Franklin Templeton Emerging Markets Equity

Why It’s Not Time to Squeeze the Brakes on Indian Equities
Asia

Why It’s Not Time to Squeeze the Brakes on Indian Equities

“We think there is more room for Indian equities to potentially appreciate. We believe India’s favourable demographic backdrop could lead to more growth in the equity market, particularly in large-cap stocks.” - Sukumar Rajah, Franklin Templeton Emerging Markets Equity

Structural Growth Drivers Behind Emerging-Market Economies
Guest Bloggers

Structural Growth Drivers Behind Emerging-Market Economies

“Emerging markets are no longer one-dimensional. We are seeing the cultivation of a new generation of innovative companies located in emerging markets—diversifying emerging-market economies and the opportunities for investors.” - Carlos Hardenberg, executive vice president and managing director, Templeton Emerging Markets Group

Celebrating a 30-Year Anniversary
History

Celebrating a 30-Year Anniversary

At the core—people’s hopes and dreams for the future are more alike than not. I think this is a very important message to remember, particularly in the wake of nationalistic or populist movements that have been sweeping many places in the world today. We should not fear each other.

Reform in India: A Work in Progress

Reform in India: A Work in Progress

Africa: Investing in the Cradle of Civilization: Part 2

Africa: Investing in the Cradle of Civilization: Part 2

Myanmar: Opening the Door to Democracy

Myanmar: Opening the Door to Democracy

Emerging Market Brands: From Backstage to Center Stage

Emerging Market Brands: From Backstage to Center Stage