Investment Adventures in Emerging Markets

Lula returns to helm of world’s 12th largest economy: “Brazil is back”
Latin America

Lula returns to helm of world’s 12th largest economy: “Brazil is back”

After reclaiming the presidency, Brazil's Luiz Inácio Lula da Silva vows to bring back prosperity and must aim to unite a divided nation. Franklin Templeton’s Marcus Weyerer and Dina Ting weigh the risks of a contested result with initial signals of subdued domestic volatility and signs that Brazil remains a bright spot among still-challenging market scenarios.

Brazil: Setting the stage for a brighter future?
Latin America

Brazil: Setting the stage for a brighter future?

Luiz Inácio Lula da Silva has won Brazil’s presidential election in a tight race, and will take his third term as president of Latin America’s largest economy. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Marcos Mundim examine the investment landscape in the wake of the result.

Emerging markets insights: October focus on politics in emerging markets
Asia

Emerging markets insights: October focus on politics in emerging markets

Slower global growth, a strong US dollar, global supply chain woes and domestic economic factors have created headwinds for emerging markets, but Franklin Templeton Emerging Markets Equity still sees long-term growth potential.

A Lens on Latin America
Perspective

A Lens on Latin America

We think the manner in which Brazil’s government institutes reforms to utilize its resources most effectively will be key to its economic transformation. Within the next three to five years we could see tremendous changes—if the will is there.

A Contrarian Case for Brazil
Perspective

A Contrarian Case for Brazil

I’m pleased to say that while Brazil certainly still has problems to work through, I’m a little more optimistic about the investment prospects there than I was about six months ago—and that’s partly because everyone else seems so pessimistic!

Three Words for Brazil
Perspective

Three Words for Brazil

In our view, a more market driven economic approach in Brazil, together with a reduction in bureaucracy, should benefit both the people of Brazil and investors in the country, but our investment metrics suggest that a number of businesses with strong management and attractive positions in their markets are well placed potentially to prosper even in a business-as-usual environment.

Brazilians Demonstrate Their Right to be Heard

Brazilians Demonstrate Their Right to be Heard

Dodging Soccer Balls and Sharks in Recife, Brazil

Dodging Soccer Balls and Sharks in Recife, Brazil