Investment Adventures in Emerging Markets

Improving Confidence Drives Emerging Market Rally in April
Perspective

Improving Confidence Drives Emerging Market Rally in April

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can weather the crisis—and maybe even eventually emerge stronger as new technologies are adopted.

India’s “Whatever It Takes” Attitude to COVID-19
Asia

India’s “Whatever It Takes” Attitude to COVID-19

India’s government has implemented a series of measures to contain the spread of the coronavirus, aiming to strike a balance between saving lives and preventing an economic catastrophe. It recently stepped up its fight, extending a lockdown of its 1.3 billion citizens until May 3. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the implications.

Optimism Returns to Emerging Markets in October
Perspective

Optimism Returns to Emerging Markets in October

A number of factors spurred improved investor sentiment in emerging markets over the past month, including an interest-rate cut from the US Federal Reserve. Franklin Templeton Emerging Markets Equity outlines the news and events shaping market moves during October, and the reasons why the team is optimistic about the coming year.

August Ruled by Global Economic Slowdown and Trade Fears
Perspective

August Ruled by Global Economic Slowdown and Trade Fears

Trade fears, social unrest in Hong Kong and Brexit uncertainties weighed on markets in August. Franklin Templeton Emerging Markets Equity expects continued volatility, but an interest-rate cut from the US central bank in September could help stabilize emerging market currencies. The team shares its latest outlook.

Central Bank Easing in Focus in July
Perspective

Central Bank Easing in Focus in July

"The recent truce in the US-China trade conflict was notable for its brevity: the increasingly antagonistic stance between the United States and China suggests the trade war will likely persist beyond the 2020 US presidential election cycle. We think investors should be prepared for ongoing market volatility." - Franklin Templeton Emerging Markets Equity

A Strong June Pulled Emerging Markets Up in the Second Quarter
Perspective

A Strong June Pulled Emerging Markets Up in the Second Quarter

Trade issues continued to dominate headlines in June, with easing in US-China trade tensions providing a boost to emerging markets overall during the month. But Franklin Templeton Emerging Markets Equity cautions trade-related headwinds could persist. The team shares its latest emerging-market outlook and explains why the small-cap space looks attractive right now.

Central Banks and Stock Markets: a BOJ Case Study
Perspective

Central Banks and Stock Markets: a BOJ Case Study

As many investors around the world are searching for yield in an environment of low or negative interest rates, emerging-market equities and debt have been attracting investor dollars. The money central banks are providing is flowing out into markets globally, and emerging markets in general continue to offer a more compelling growth story than developed markets.

Mexico Entangled in US Election as Banxico Tightens
Perspective

Mexico Entangled in US Election as Banxico Tightens

Regardless of statements about more restrictive trade, it will be very difficult if not impossible for US-Mexico trade to be destroyed since the links are too deep between the two countries.

Negative Interest Rates: Not Without Consequences
Perspective

Negative Interest Rates: Not Without Consequences

The lower and lower interest rates a number of central banks are introducing in an effort to boost economic growth simply haven’t been working to accomplish that in a meaningful way.