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Fundamentals Drive Emerging Market Performances in April

Franklin Templeton’s Emerging Markets Equity team walks through events moving emerging markets in April and discusses the three things the team is thinking about today. The team believes the current market environment provides an attractive entry point for investors, particularly in the small-cap stock space.

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.

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”

“Despite some impact from a rising US dollar, we’ve seen some dramatic changes made to financial markets in emerging Asia since the AFC. This suggests to us that the emerging-market fundamentals we see today are more resilient and should avoid a repeat of the 1997 crisis.” – Chetan Sehgal, Franklin Templeton Emerging Markets Equity

November Market Recap and Outlook: Bulls Return to Emerging Markets

Emerging markets saw a rebound in November, as investors embraced bits of positive news in regard to an easing in US-China trade tensions and as well as slightly dovish thinking about the pace of US interest rate increases. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in November along with their current outlook.

Views on Emerging-Markets Equity and Select EM Countries

In light of the Turkish lira and Argentine peso currency drops, fears of emerging-market (EM) contagion appear to be on the rise, and various EM currencies have been under pressure. Here, Franklin Templeton Emerging Markets Equity provides perspective on some of the impacted countries in the headlines recently: Argentina, Turkey, South Africa and Indonesia. In the team’s view, current EM weaknesses in select countries is not likely to result in macroeconomic contagion or broader asset-class crises.

Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new and diverse growth drivers. This evolution includes the rapid embrace of new technologies and the rapid digitalization of economies. Carlos Hardenberg, senior vice president and managing director at Templeton Emerging Markets Group, further addresses the topic.

A Travel Transformation in Emerging Markets

Traveling to and within emerging markets is now far easier and faster today than ever—in some places, gleaming airports and train stations even rival or surpass those of developed markets.

Singapore – Gateway to Southeast Asia

Readers’ Questions Answered Part IX

Emerging Markets in 2011 – Strong Economies, Rising Prices

2010 – A Notable Year of Emerging Market Growth

Readers’ Questions Answered Part V