Investment Adventures in Emerging Markets

Is India the Next Internet and Digitalization Frontier?
Asia

Is India the Next Internet and Digitalization Frontier?

Away from the spotlight on China’s internet industry, India’s digital push has been gaining speed. Our Emerging Markets Equity team highlights the trends to watch.

Southeast Asia’s Internet Economy: On a Fast Track
Asia

Southeast Asia’s Internet Economy: On a Fast Track

Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton's Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors:  e-commerce, fintech and gaming. 

Heightened Regulatory Scrutiny in China: What Investors Need to Know
Asia

Heightened Regulatory Scrutiny in China: What Investors Need to Know

China has announced recent regulatory changes targeting specific industries, which has led to some heighted market volatility. Our Emerging Markets Equity team examines what the changes are, why they were implemented, and the potential implications for investors.

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation
Asia

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation

Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, recently held a roundtable on emerging markets (EMs) with Andrew Ness, Portfolio Manager for Franklin Templeton Emerging Markets Equity, and Alastair Reynolds, Portfolio Manager for Martin Currie Emerging Markets. The news on EMs is they have some of the best-performing companies, year-to-date. Below are some highlights of their conversation.

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery
Asia

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery

The COVID-19 pandemic has accelerated a number of existing technological trends, and emerging markets have been at the forefront. Semiconductor chips are a crucial to many technological advancements, providing computing power to our phones, cars and more. Our Emerging Markets Equity team discusses how shortages of chips during the pandemic have impacted the global economy.

What’s Next for the Emerging Market Recovery?
Asia

What’s Next for the Emerging Market Recovery?

While the global economy has faced the challenges of COVID-19, different countries have suffered different degrees of economic stress. New variants have dealt fresh blows to some countries, but emerging markets overall have remained resilient. Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, shares why he’s optimistic from an investment standpoint.

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.

PODCAST: Comparing the Recovery in US and Emerging Markets
Perspective

PODCAST: Comparing the Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Emerging Markets: A Strong Year, a Stronger Outlook
Asia

Emerging Markets: A Strong Year, a Stronger Outlook

Franklin Templeton Emerging Markets Equity's Manraj Sekhon highlights structural advantages in emerging markets in his 2021 outlook.

Frontier and MENA 2021 Outlook: A New Era of Investment
MENA

Frontier and MENA 2021 Outlook: A New Era of Investment

Why investors should pay attention to Kuwait’s upgrade to emerging market status, according to Franklin Templeton Emerging Markets Equity's Bassel Khatoun. Read more in his frontier and MENA 2021 outlook.

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.

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November
Perspective

COVID-19 Vaccine Advancement Drives Emerging Market Optimism in November

The year looks like it’s ending on an optimistic note as emerging markets are holding strong overall, according to our Emerging Markets Equity team. The team outlines reasons 2021 could bring brighter days, and offers highlights of news and events driving emerging markets during the month of November.