Investment Adventures in Emerging Markets

Improving Confidence Drives Emerging Market Rally in April
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.

PODCAST: How COVID-19 Is Testing the Resiliency of Emerging Markets
Perspective

PODCAST: How COVID-19 Is Testing the Resiliency of Emerging Markets

Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward toward recovery from the COVID-19 pandemic.

India’s “Whatever It Takes” Attitude to COVID-19
Asia

India’s “Whatever It Takes” Attitude to COVID-19

India’s government has implemented a series of measures to contain the spread of the coronavirus, aiming to strike a balance between saving lives and preventing an economic catastrophe. It recently stepped up its fight, extending a lockdown of its 1.3 billion citizens until May 3. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the implications.

Fears Over Virus Outbreak Curb Investor Optimism in January
Asia

Fears Over Virus Outbreak Curb Investor Optimism in January

Our emerging markets equity team looks at news and events shaping emerging market performances in January, from coronavirus fears to trade to Middle East tensions.

Emerging Markets Show a Quiet Resilience
Perspective

Emerging Markets Show a Quiet Resilience

Investors should pay attention to the economic evolution taking place in many emerging-market economies, according to Franklin Templeton Emerging Markets Equity's Andrew Ness.

Monetary Easing Prevalent in Emerging Markets in the Third Quarter
Perspective

Monetary Easing Prevalent in Emerging Markets in the Third Quarter

The US-China trade conflict has remained at the forefront of investor concerns in recent months, with both governments imposing tariffs on each other’s goods. While continued tensions are likely to result in continued market volatility, Franklin Templeton Emerging Markets Equity nonetheless finds reasons to be positive about emerging markets, with a more dovish global central bank backdrop offering support.

India’s Surprise Tax Cut Comes at An Opportune Time
Asia

India’s Surprise Tax Cut Comes at An Opportune Time

A recent fiscal adjustment in India could improve its competitiveness among regional peers. Read insights from our Sukumar Rajah.

Looking Past the Hang-Ups for Asia’s Smartphone Industry
Asia

Looking Past the Hang-Ups for Asia’s Smartphone Industry

Despite the US-China trade war, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah doesn’t think the opportunity set for emerging markets is lost. He explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia.

Central Bank Easing in Focus in July
Perspective

Central Bank Easing in Focus in July

"The recent truce in the US-China trade conflict was notable for its brevity: the increasingly antagonistic stance between the United States and China suggests the trade war will likely persist beyond the 2020 US presidential election cycle. We think investors should be prepared for ongoing market volatility." - Franklin Templeton Emerging Markets Equity

India’s Budget Moving in the Right Direction
Asia

India’s Budget Moving in the Right Direction

India’s Finance Minister Nirmala Sitharaman recently unveiled the country’s new budget, which aims to give the economy a boost via tax cuts and other measures to stimulate foreign investment. Franklin Templeton Emerging Markets Equity Director of Portfolio Management Sukumar Rajah says the fiscal math looks credible and the targets seem achievable, with the assumption of improving Goods and Services Tax compliance. He says while there are likely to be some winners and losers from an investment standpoint, overall, the government seems to be moving in the right direction to spur economic growth.

Bulls Return to Emerging Markets in the First Quarter 2019
Perspective

Bulls Return to Emerging Markets in the First Quarter 2019

After a challenging 2018, investors embraced emerging markets again in the first quarter of 2019 amid supportive fundamentals, including a more dovish US Federal Reserve. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the quarter and month of March, and why Asia remains an area of interest in particular.

Why We Think Pre-Election Concerns Belie India’s Long-Term Promise
Asia

Why We Think Pre-Election Concerns Belie India’s Long-Term Promise

As India gears up for a general election in the spring, an increase in populist rhetoric among the country’s political parties may spook some investors. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah is more relaxed. He believes this jockeying for position is part and parcel of Indian politics and feels that the country’s solid fundamentals continue to present a positive story for investors.