Investment Adventures in Emerging Markets

The China equity rally is not over yet
Asia

The China equity rally is not over yet

Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter of last year. Senior ETF Investment Strategist Marcus Weyerer shares reasons for optimism.

Emerging Market Insights: Domestic demand in focus
Asia

Emerging Market Insights: Domestic demand in focus

Global equities began the year on a strong footing—particularly emerging markets. Is now a good time to jump in? Franklin Templeton’s Emerging Markets Equity team offers its latest outlook.

Bouncing into the Chinese Year of the Rabbit
Asia

Bouncing into the Chinese Year of the Rabbit

Gong Xi Fa Cai! Franklin Templeton Emerging Markets Equity’s Chetan Sehgal shares some thoughts on investing in China in the Year of the Rabbit.

Emerging Markets Insights: China reaches an inflection point
Asia

Emerging Markets Insights: China reaches an inflection point

China is reaching an inflection point that has broader implications for emerging markets, according to Franklin Templeton Emerging Markets Equity. The team also says the divergent outlook for net corporate margins may have an impact on the relative performance of emerging and developed markets in 2023, potentially benefiting the former. 

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.