Investment Adventures in Emerging Markets

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.

Emerging Markets Record Mixed Performances in February
Perspective

Emerging Markets Record Mixed Performances in February

Emerging market equities saw mixed performances in February, with stocks in Asia faring better than stocks in Latin America and emerging Europe, which underperformed. Franklin Templeton’s Emerging Markets Equity team outlines what drove market moves during the month and where they see opportunities today. They see reasons to be optimistic about Brazil in particular.

Emerging Markets Race Ahead in January
Asia

Emerging Markets Race Ahead in January

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.

Trade Turmoil Doesn’t Derail Our Outlook for India
Asia

Trade Turmoil Doesn’t Derail Our Outlook for India

Trade tensions have spooked investors in recent months, including those in India’s stock market. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the positive economic fundamentals he and the team see, and why they think India’s equity market should be able to weather recent challenges.

Emerging Markets Suffer Second-Quarter Setback
Perspective

Emerging Markets Suffer Second-Quarter Setback

Emerging markets suffered a setback in the second quarter, but Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, don’t see a fundamental derailment.