Investment Adventures in Emerging Markets

Developments in China and impact on portfolios
Asia

Developments in China and impact on portfolios

The Franklin Templeton Emerging Markets Equity team offers some highlights of China’s 20th Congress and investment considerations.

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.

Chinese equities poised to rebound after unsustainable low
Asia

Chinese equities poised to rebound after unsustainable low

Positive catalysts, such as the anticipated easing of both COVID-19 restrictions and geopolitical tensions, paired with policy loosening, may help the Chinese equity market recover, according to Franklin Templeton Emerging Market Equity’s Michael Lai. He shares his latest outlook and where he finds investment opportunities.

China: Separating Myth from Reality
Asia

China: Separating Myth from Reality

Head of Franklin Templeton Institute, Stephen Dover, dispels five myths about China’s economy and its financial system.

Is Now the Time to Consider Chinese Equities?
Asia

Is Now the Time to Consider Chinese Equities?

Given a challenging 2021, is now the time to embrace Chinese equities? That’s the question our Franklin Templeton Investment Solutions team is pondering today—and the answer isn’t a simple one.

Chinese Equities: Conviction Amid Change in the Year of the Tiger
Asia

Chinese Equities: Conviction Amid Change in the Year of the Tiger

The upcoming Chinese New Year will usher in the Year of the Tiger, an animal in the Chinese zodiac widely associated with strength and courage. Franklin Templeton Emerging Markets Equity’s Michael Lai discusses his constructive outlook for China and the investment opportunities he sees.

Evergrande Crisis and Contagion Risks
Asia

Evergrande Crisis and Contagion Risks

Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general. They don’t see risk of systemic contagion.

China: Red Moon Rising
Asia

China: Red Moon Rising

China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds. The Franklin Templeton Investment Solutions team outlines current risks and opportunities of investing in China.

Chinese A Shares Get MSCI Nod
Asia

Chinese A Shares Get MSCI Nod

Index provider MSCI recently announced plans to add more than 200 domestic Chinese equities to two of its benchmark indexes in two phases, starting May 31. Sukumar Rajah, senior managing director, Franklin Templeton Emerging Markets Equity, breaks down the implications for investors. He says the decision represents broad support of the government’s positive policy changes.

China and Shadow Financing
Perspective

China and Shadow Financing

While the year ahead is certain to bring challenges, we remain optimistic about investing in China and the many opportunities we see in various sectors of the economy. The growth in financial services is just one area representing the boom in consumer-oriented products and services we expect to continue in China.

Consumption in China: From Commodities to Karaoke
Perspective

Consumption in China: From Commodities to Karaoke

China isn’t only a consumer of raw commodities—its growing middle class has been exerting formidable purchasing power and spawning new domestic industries that are of keen interest to us as investors, including cosmetics, entertainment (cinemas, music) and more.

On Market Corrections, and Keeping a Calm Head
Perspective

On Market Corrections, and Keeping a Calm Head

Despite recent market volatility, we consider the long-term outlook for China’s market and economy to be good. We don’t view this recent correction as the start of any sort of economic or market collapse underway, and it doesn’t change our view on investing there.