Emerging Markets
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Emerging Markets April 2018 Recap and Outlook: Look Beyond the Headlines
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 April, including some events, milestones and data points. They say there was certainly no shortage of
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An Active View of Emerging Market Small Caps
Many investors overlook small-capitalization stocks, and even more so in emerging markets. But perhaps more investors should take a closer look at the smaller end of the market spectrum, according to the Franklin Templeton Emerging Markets Equity team. Manraj Sekhon,
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US-Led Trade Dispute Could Present Opportunities in Emerging-Market Stocks
Sukumar Rajah, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, considers the potential fallout from the trade dispute between the United States and China. He explains why it could actually present investment opportunities in certain
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Why It’s Not Time to Squeeze the Brakes on Indian Equities
As Indian equities have come off the peaks from the start of the year, some emerging-market investors may be feeling a little cautious. Despite this pullback in stocks, Sukumar Rajah, Senior Managing Director and Director of Portfolio Management, Franklin Templeton
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Emerging-Market Resilience
Volatile market action in early February caught many investors off guard. While many were rushing for the exits at the first sign of turmoil, Templeton Emerging Markets Group’s Chetan Sehgal and Claus Born have been emphasizing calm. They point to
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Emerging Markets Through the Years
As many of you may be aware by now, I announced plans to retire after more than 30 years with Franklin Templeton Investments, effective January 31, 2018. Before I share my final, parting words on this forum, I’d like to
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Emerging Market 2018 Outlook
I have been championing the case for emerging-market investing through many market ups and downs, but the task was a bit easier in 2017. Emerging markets (as measured by the MSCI Emerging Markets Index) saw a positive performance in 2017
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Back to Brazil
I visited Brazil in the spring of this year, but wanted to go back and explore more areas of the country. Brazil has faced some hard times but appears to be bouncing back from a prolonged recession, so I was
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Eastern Europe and the Polish Surprise
My recent travels took me to Eastern Europe, where I had the opportunity to meet with colleagues and discuss the latest developments in the region. I thought I’d invite Greg Konieczny, who is based in Romania, to share some of
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Moody’s Upgrades India’s Bond and Currency Ratings for First Time Since 2004
Upgrades will enhance the prospects of India, its markets and domestic businesses In a long anticipated move, Moody’s Investors Service, the global credit rating agency, raised India’s sovereign rating for the first time in 13 years on November 16, setting
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