Emerging Markets
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Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia
There have been some noteworthy recent changes in the composition of two broad emerging market indexes that have investors taking notice. Domestic Chinese equities now have a greater presence in both the MSCI and FTSE Emerging Markets Indexes—with more shares
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Kuwait’s Emerging Markets Arrival Signals New Era of Investment
Kuwait’s upgrade to index provider MSCI’s Emerging Markets Index puts the Middle East and North Africa (MENA) region firmly on the global investment map, according to Bassel Khatoun and Salah Shamma, Franklin Templeton Emerging Markets Equity. They consider the potential
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From Imitation to Innovation: Emerging Markets’ Technology Journey
Many investors have a view of emerging markets that remains stuck in the past, and that’s particularly true in the realm of technology. No longer simply copying advances made in the developed world, emerging market companies are now leading the
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South Africa: Political and Investment View
South Africa’s ruling African National Congress party maintained its power, winning the national elections this month. But can the country’s leaders stamp out corruption, and spur more robust economic growth? Franklin Templeton Emerging Markets Equity’s Danesh Ranchhod shares the team’s
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The Answer Is Blowing in Brazil’s Wind
Renewable energy production in Latin America has grown dramatically over the last decade. The use of green technology like wind turbines and solar arrays continues to expand, as countries like Brazil seek to improve energy security and lower carbon emissions.
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China’s stock market is soaring this year. Is it too late to buy?
Italian film actress and singer Sophia Loren once famously said that “mistakes are the dues one pays for a full life.” In the world of investing, as in life, the trick is not to repeat the same ones twice. Yet
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China’s Re-Balancing Act
In the face of slowing economic growth, the Chinese authorities appear ready to act. Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Jason Zhu explain how measures announced at the 13thNational People’s Congress are designed to shore up China’s growth
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Shifting Climate, Shifting Opportunities
Climate change—like any type of disruption—has disparate impacts on people, places and things. It can also have disparate impacts on corporations and investments. Krzysztof Musialik, senior vice president, Franklin Templeton Emerging Markets Equity, explores how climate change has impacted the
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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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The Impact of US Policy on Emerging Markets: Three Investor Misconceptions
As investors continue to grapple with market jitters brought on by months of US-China trade tensions and other market uncertainties, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal explains why the recent volatility could present opportunities in the medium to long
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