Investment Adventures in Emerging Markets

Technology: One World, Two Systems
Asia

Technology: One World, Two Systems

The global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains. Our Chetan Sehgal explains.

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?
Asia

China 2021 Outlook: Pandemic Fuels Momentum for De-Globalization, What’s Next?

How might China’s health care story unfold in 2021 and beyond? Read Chetan Sehgal and Michael Lai’s outlook here.

Small But Mighty—Emerging Market Trends on the Cutting Edge of Change
Asia

Small But Mighty—Emerging Market Trends on the Cutting Edge of Change

Small companies can lead to mighty investment opportunities. Here’s a look at why our emerging markets equity team is excited about smaller companies today.

The New Emerging Market Landscape: Taking Leadership in Technology
Asia

The New Emerging Market Landscape: Taking Leadership in Technology

Some emerging markets are becoming technology leaders. The last article in our three-part series on the new emerging market landscape.

The New Emerging Market Landscape: The Single Commodity Focus Has Shifted
Asia

The New Emerging Market Landscape: The Single Commodity Focus Has Shifted

Continuing with our series, our emerging markets equity team considers why emerging-market economies have diversified into services, technology and consumption.

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.

Emerging Markets Record Diverse Performances in November
Perspective

Emerging Markets Record Diverse Performances in November

It was a mixed month for emerging markets in November, as shifting expectations about a trade deal between China and the United States continued to drive market sentiment. Our emerging markets equity team explains why US-China trade issues may not be that big of a concern for some emerging markets, and provides an overview of the news and events shaping markets during the month.

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.

Looking Past the Hang-Ups for Asia’s Smartphone Industry
Asia

Looking Past the Hang-Ups for Asia’s Smartphone Industry

Despite the US-China trade war, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah doesn’t think the opportunity set for emerging markets is lost. He explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia.

Our View as US-China Trade Tensions Deepen
Asia

Our View as US-China Trade Tensions Deepen

“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 to us the trade war could persist beyond the 2020 US presidential election cycle, and investors should be prepared for ongoing market volatility.” – Sukumar Rajah and Jason Zhu, Franklin Templeton Emerging Markets Equity

China’s Sci-Tech Board: Hope or Hype?
Asia

China’s Sci-Tech Board: Hope or Hype?

China will be launching a Nasdaq-style stock market for technology and research-driven companies to list and raise capital. While it has some detractors, Franklin Templeton Emerging Markets Equity believes this upcoming board is of strategic importance to China. Jason Zhu, director of portfolio management—China Equities, says it could rev up China’s emergence as a research powerhouse and help emerging companies grow into industry champions, but the team will be watching at least two key factors—the quality of companies listed and their valuations.

Emerging Markets Equity Investing: Never Waste a Crisis
Perspective

Emerging Markets Equity Investing: Never Waste a Crisis

Emerging-market equity investors are likely happy to bid goodbye to 2018—a year filled with challenges and uncertainties. Chetan Sehgal, Franklin Templeton Emerging Markets Equity’s director of portfolio management, examines some of these challenges and uncertainties, and makes the case that investors may have been overreacting. He says many emerging markets were unjustifiably priced for crisis-type situations.