Investment Adventures in Emerging Markets

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August
Asia

Growing Optimism on a COVID-19 Vaccine Boosts Investor Confidence in August

Emerging markets overall felt a dose of optimism in August amid hopes for a COVID-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Our emerging markets equity team breaks down the key trends, news and events it has an eye on, and shares its latest market outlook.

Health Care: The Next Wave of Innovation in China
Asia

Health Care: The Next Wave of Innovation in China

Our Emerging Markets Equity team's Michael Lai and Elizabeth Wu take a look at a new breed of innovative enterprises in China that could transform health care outcomes in the years ahead.

Emerging Markets Rally as Economies Reopen in the Second Quarter
Perspective

Emerging Markets Rally as Economies Reopen in the Second Quarter

The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalization as well as new innovations.

China’s Sci-Tech Board: Hope or Hype?
Asia

China’s Sci-Tech Board: Hope or Hype?

China will be launching a Nasdaq-style stock market for technology and research-driven companies to list and raise capital. While it has some detractors, Franklin Templeton Emerging Markets Equity believes this upcoming board is of strategic importance to China. Jason Zhu, director of portfolio management—China Equities, says it could rev up China’s emergence as a research powerhouse and help emerging companies grow into industry champions, but the team will be watching at least two key factors—the quality of companies listed and their valuations.

Are EM Small-Cap Stocks Due for a Rebound?
Perspective

Are EM Small-Cap Stocks Due for a Rebound?

“The EM small-cap space remains attractive to us, partly because many of the headwinds in 2018 have already been priced into valuations or are likely to abate this year.” - Franklin Templeton Emerging Markets Equity team

A Prescription for Innovation
Perspective

A Prescription for Innovation

The word “innovation” is typically associated with technology, but innovation comes in many forms and across many industries. Franklin Templeton Emerging Markets Equity’s Krzysztof Musialik sees innovation taking place within the health care and pharmaceuticals industries in emerging markets—even driving change in developed markets.

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