Investment Adventures in Emerging Markets

Emerging Markets Outpace Developed Markets in July
Perspective

Emerging Markets Outpace Developed Markets in July

Some emerging markets have been coping with the COVID-19 crisis better than others, and their economies are in different stages of recovery. Our emerging markets equity team highlights a few—and offers thoughts on why the pandemic has accelerated some existing fundamental and technological trends.

Emerging Markets: Opportunities and the Road Ahead
Asia

Emerging Markets: Opportunities and the Road Ahead

Our Emerging Markets Equity CIO Manraj Sekhon provides the team's midyear outlook, including how secular trends driving opportunities in emerging markets have accelerated because of the COVID-19 crisis.

South Korea: A Shining Example of Emerging Market Leadership
Asia

South Korea: A Shining Example of Emerging Market Leadership

Our emerging markets equity team has often emphasized how emerging markets have evolved over the decades in ways many investors may not realize. Today, emerging economies boast many cutting-edge companies that are industry leaders. And, many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic. South Korea is one such example of both.

Coronavirus: Signs of Normalcy Emerge as China Re-Opens
Asia

Coronavirus: Signs of Normalcy Emerge as China Re-Opens

China has lifted some lockdown restrictions. What’s next for emerging market Asia? Our Andrew Ness shares his thoughts.

Corporate Governance in Emerging Markets: Progress and Opportunity
Perspective

Corporate Governance in Emerging Markets: Progress and Opportunity

There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps some regulators and companies in emerging economies have taken to improve corporate governance. They also share where they see opportunities for investors to potentially benefit from the positive trajectory of change.

Emerging Markets Experience a Volatile First Quarter
Perspective

Emerging Markets Experience a Volatile First Quarter

Franklin Templeton Emerging Markets Equity’s Manraj Sekhon and Chetan Sehgal present the team’s first quarter emerging-market recap, including a look at potential impacts from the recent US-China trade skirmish.

Scoping out South Korea’s Investment Landscape
Perspective

Scoping out South Korea’s Investment Landscape

"Technology was a big theme running through many businesses in South Korea. We saw the use of new technologies having an impact in many ways, from robotics on factory floors to the use of 3D scanners and printers in dental offices.” - Mark Mobius

Business and Politics in South Korea
Perspective

Business and Politics in South Korea

“Some commentators say that it is very difficult for South Korea to break the tie between politics and business, but we have seen corporate governance undergoing substantial change as a result of recent scandals." - Mark Mobius

Tensions Rise on the Korean Peninsula
Perspective

Tensions Rise on the Korean Peninsula

"The world is watching the Korean peninsula. The situation between North and South Korea has been tense for a long time, but it has been escalating amid increasingly bold rhetoric and threats from the leaders of North Korea and the United States." - Mark Mobius

South Korea Votes for Change
History

South Korea Votes for Change

Voters across the globe seem to be clamoring for change, and South Korea’s presidential election may be viewed as another example. Moon Jae-in, considered a left-leaning liberal, won the presidential election in South Korea. The victory is significant because of his political stance on a number of issues as well as his background.

South Korea’s Presidential Impeachment
Perspective

South Korea’s Presidential Impeachment

President Park’s impeachment has important potential implications for the South Korean economy and market. Although the country has very strong Confucian traditions that have made it difficult to confront people of higher status, there has been movement toward reform and change in the society as a whole, and not only in government.

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism
Perspective

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism

We think emerging markets remain at the forefront of the world’s most vibrant and fastest-growing economies, with overall GDP growth rates that have been comfortably in excess of the developed world for many years, despite much publicized slowdowns in certain countries.