Investment Adventures in Emerging Markets

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.

Monetary Easing Prevalent in Emerging Markets in the Third Quarter
Perspective

Monetary Easing Prevalent in Emerging Markets in the Third Quarter

The US-China trade conflict has remained at the forefront of investor concerns in recent months, with both governments imposing tariffs on each other’s goods. While continued tensions are likely to result in continued market volatility, Franklin Templeton Emerging Markets Equity nonetheless finds reasons to be positive about emerging markets, with a more dovish global central bank backdrop offering support.

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.

August Ruled by Global Economic Slowdown and Trade Fears
Perspective

August Ruled by Global Economic Slowdown and Trade Fears

Trade fears, social unrest in Hong Kong and Brexit uncertainties weighed on markets in August. Franklin Templeton Emerging Markets Equity expects continued volatility, but an interest-rate cut from the US central bank in September could help stabilize emerging market currencies. The team shares its latest outlook.

Central Bank Easing in Focus in July
Perspective

Central Bank Easing in Focus in July

"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 the trade war will likely persist beyond the 2020 US presidential election cycle. We think investors should be prepared for ongoing market volatility." - Franklin Templeton Emerging Markets Equity

A Strong June Pulled Emerging Markets Up in the Second Quarter
Perspective

A Strong June Pulled Emerging Markets Up in the Second Quarter

Trade issues continued to dominate headlines in June, with easing in US-China trade tensions providing a boost to emerging markets overall during the month. But Franklin Templeton Emerging Markets Equity cautions trade-related headwinds could persist. The team shares its latest emerging-market outlook and explains why the small-cap space looks attractive right now.

Trade War Concerns Rattle Emerging Markets in May
Perspective

Trade War Concerns Rattle Emerging Markets in May

Trade tensions caused investors to back away from emerging markets in May, but there are many reasons to be optimistic about the asset class and the earnings outlook ahead, according to Franklin Templeton’s Emerging Markets Equity team. The team outlines recent news and events influencing the market and where pockets of potential opportunity might be found.

Fundamentals Drive Emerging Market Performances in April
Perspective

Fundamentals Drive Emerging Market Performances in April

Franklin Templeton’s Emerging Markets Equity team walks through events moving emerging markets in April and discusses the three things the team is thinking about today. The team believes the current market environment provides an attractive entry point for investors, particularly in the small-cap stock space.

A View from Mexico on a New North American Trade Pact
Latin America

A View from Mexico on a New North American Trade Pact

A new historic agreement to replace the North American Free Trade Agreement (NAFTA) was recently struck between the United States, Mexico and Canada. In the United States, the new deal is officially called the United States-Mexico-Canada agreement, or USMCA. For Mexico, the Spanish translation has yet to be determined. Franklin Local Asset Management Mexico, Fixed Income team answers some questions about the implications of the new agreement for the country.

Four Reasons Why We Think Emerging-Market Fears Are Overblown
Perspective

Four Reasons Why We Think Emerging-Market Fears Are Overblown

Our investment leaders from Franklin Templeton Emerging Markets Equity explain why they think recent concerns about the asset class are overblown.

August Recap and Outlook: Finding Opportunities in Volatility
Perspective

August Recap and Outlook: Finding Opportunities in Volatility

Market volatility marked the month of August, with sharp declines in the Turkish lira and Argentine peso souring investor sentiment for emerging markets overall. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in August and why they don’t see the asset class heading for a severe crisis.

Trade Turmoil Doesn’t Derail Our Outlook for India
Asia

Trade Turmoil Doesn’t Derail Our Outlook for India

Trade tensions have spooked investors in recent months, including those in India’s stock market. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah weighs in on the positive economic fundamentals he and the team see, and why they think India’s equity market should be able to weather recent challenges.