Investment Adventures in Emerging Markets

Miscalculations and Recalculations
Perspective

Miscalculations and Recalculations

The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon.

Emerging Markets Can Weather the US Rate Tightening Cycle
Perspective

Emerging Markets Can Weather the US Rate Tightening Cycle

The current period of rising interest rates and declining markets is unnerving, but it is also creating opportunities, according to Franklin Templeton Emerging Markets Equity team.

Brazil: Worth a Closer Look
Latin America

Brazil: Worth a Closer Look

Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.

MENA Equities: Five Key Themes and Reasons for Optimism
MENA

MENA Equities: Five Key Themes and Reasons for Optimism

The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region, according to Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma. They point to several themes supporting the investment case, including robust government balance sheets, currency pegs to the US dollar and higher oil prices, which should provide policymakers with ample tools to mitigate any inflationary risks over the medium term.

Investment Implications of the Russian Invasion
Asia

Investment Implications of the Russian Invasion

Investors’ worst fears about Russia’s intentions toward Ukraine have materialized following Russian President Vladimir Putin‘s announcement he is sending troops into the country to “demilitarize” the nation. Our Emerging Markets Equity team provides insights on the situation. 

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.

How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets
Asia

How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets

What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.

An Emerging Markets View of US/Iranian Tensions
MENA Region

An Emerging Markets View of US/Iranian Tensions

As US-Iranian tensions rumble on, Franklin Templeton Emerging Markets Equity’s Manraj Sekhon, Bassel Khatoun and Salah Shamma weigh in on the potential market impact.

Reform in India: A Work in Progress

Reform in India: A Work in Progress

A Balancing Act

A Balancing Act

Readers’ Questions Answered Part IX

Readers’ Questions Answered Part IX

The Year that Was and The Year to Come

The Year that Was and The Year to Come