Investment Adventures in Emerging Markets

The Oil Price Plunge and Emerging Markets Impact
MENA

The Oil Price Plunge and Emerging Markets Impact

Falling oil prices can be a double-edged sword in terms of economic impact: welcomed by consumers, but not by producers. Franklin Templeton Emerging Markets Equity’s Bassel Khatoun shares his thoughts on the impact of lower oil prices on emerging market economies and some considerations for investors.

Why the MENA Region Can Survive US/China Trade Disputes
MENA Region

Why the MENA Region Can Survive US/China Trade Disputes

As the world focuses on US/China trade spats, our on-the-ground team sees opportunities emerging in the MENA region.

What’s Ahead for the MENA Region?
MENA Region

What’s Ahead for the MENA Region?

As investors ponder the prospects for the MENA region, our MENA equity team picks out four countries that have caught their attention.

Aramco’s Share Sale May Revitalize Saudi IPO Pipeline
Perspective

Aramco’s Share Sale May Revitalize Saudi IPO Pipeline

The listing of Saudi Arabia’s state-owned oil company could potentially reinvigorate the country’s IPO market, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun and Salah Shamma.

Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia
Asia

Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia

There have been some noteworthy recent changes in the composition of two broad emerging market indexes that have investors taking notice. Domestic Chinese equities now have a greater presence in both the MSCI and FTSE Emerging Markets Indexes—with more shares still to be added. Meanwhile, Argentina and Saudi Arabia also saw status upgrades. Our Dina Ting and Louis Hsu discuss the significance of these changes for these countries, and for investors.

The “Halo Effect” of Saudi Arabia’s Emerging Markets Arrival
MENA Region

The “Halo Effect” of Saudi Arabia’s Emerging Markets Arrival

“The “halo effect” of MSCI’s move, following similar upgrades by index providers FTSE Russell and S&P Dow Jones earlier this year, will be felt on trading floors across the region.” – Salah Shamma, Franklin Templeton Emerging Markets Equity’s Head of Investment, MENA.

Liquidity Bump Underlines MENA Stocks’ Appeal in 2019
MENA Region

Liquidity Bump Underlines MENA Stocks’ Appeal in 2019

Salah Shamma, Franklin Templeton Emerging Markets Equity’s Head of Investment, MENA, sees an upcoming wave of liquidity that could create a splash for stocks in the MENA region in 2019. He explains what’s behind this potential liquidity wave—and why Saudi Arabia in particular is capturing investors’ attention.

Emerging Markets Suffer Second-Quarter Setback
Perspective

Emerging Markets Suffer Second-Quarter Setback

Emerging markets suffered a setback in the second quarter, but Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, don’t see a fundamental derailment.

A New Development in Saudi Arabia’s Reform Story as MSCI Delivers Upgrade
MENA Region

A New Development in Saudi Arabia’s Reform Story as MSCI Delivers Upgrade

“We think Saudi Arabia has an exciting growth story to tell, and we see a seat at the emerging-markets table as just reward for the improvements made to its equity market infrastructure, bringing it more in line with international standards." – Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity

Saudi Arabia’s First Successful Play for Emerging-Market Status
MENA Region

Saudi Arabia’s First Successful Play for Emerging-Market Status

“Saudi Arabia remains a reform story on many levels; capital market reform has culminated in FTSE Russell’s decision to classify it as an emerging market. In our view, it’s encouraging that the bold fiscal reforms we’ve seen will likely put Saudi’s economy on more sustainable footing over the long-term.” - Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity

Why the MENA Region Appears to be on Firmer Footing
MENA Region

Why the MENA Region Appears to be on Firmer Footing

“It may have gone unnoticed to some investors, but the GCC region is a significant issuer of emerging-market sovereign debt, which is becoming an increasingly relevant component in global bond markets.” - Dino Kronfol and Bassel Khatoun

Saudi Arabia’s Emerging-Market Pursuit
Perspective

Saudi Arabia’s Emerging-Market Pursuit

Saudi Arabia’s potential upgrade to emerging-market status could cause new investors to take notice. Bassel Khatoun explores the implications for equity markets both in the Kingdom and the wider region.