Posts From Manraj Sekhon
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Manraj Sekhon
Miscalculations and Recalculations
The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. Putin’s Miscalculation Russia’s President Vladimir Putin has fully miscalculated the West’s
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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,
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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. 2020 has been a testing year—literally and figuratively—with terms such as “safe haven” acquiring new salience. Across countries, sectors and companies there have been clear winners and
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Emerging Markets: Just When You Think You’ve Seen It All
In this excerpt from our Global Investment Outlook, our Emerging Markets Equity CIO Manraj Sekhon sees some hopeful signs as countries recover from the COVID-19 crisis. Progress Amid Disruption We are entering the final stretch of what has been an extraordinary
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PODCAST: How COVID-19 Is Testing the Resiliency of Emerging Markets
Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward toward recovery from the COVID-19 pandemic. Listen to our latest “Talking Markets” podcast. Transcript Alistair
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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
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Emerging Markets Race Ahead in January
Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove
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October Market Recap and Outlook: A Sea of Opportunities
Emerging markets continued to struggle in October amid an environment of heightened equity-market volatility globally. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, believe the pullback presents long-term
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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
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Emerging Markets Experience a Healthy Correction in May
Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon and Director of Portfolio Management Chetan Sehgal present an overview of emerging-market developments in May, including some events, milestones and data points. Three Things We’re Thinking About Today More than
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