Investment Adventures in Emerging Markets

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

A Volatile First Quarter Delivers Gains
Perspective

A Volatile First Quarter Delivers Gains

Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.

Asian Equities Drove Emerging Markets Higher in January
Perspective

Asian Equities Drove Emerging Markets Higher in January

Emerging market equities started off the year strong, with positive performances overall in January. Our Emerging Market Equity team provides an overview of what drove market moves, and why it has an eye on frontier markets in particular when looking longer term.

Taiwan’s Institutional Resilience
Asia

Taiwan’s Institutional Resilience

What’s been the driving force behind Taiwan’s steady ascent up the value chain in manufacturing? Insights from Franklin Templeton Emerging Markets Equity's Alistair MacDonald and Chetan Sehgal.

Pandemic Accelerates New Economic Landscape for Emerging Markets
Asia

Pandemic Accelerates New Economic Landscape for Emerging Markets

Franklin Templeton Emerging Markets Equity’s Chetan Sehgal explores what the new economy entails for emerging markets, and why companies offering diverse services have caught his eye.

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
Asia

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

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.

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.

2020 Outlook for Emerging Markets Equity Investing
Perspective

2020 Outlook for Emerging Markets Equity Investing

While US-China trade issues still haven’t been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity. He shares his outlook for 2020, and how technological innovation is leading to new investment opportunities in a number of countries.