"...emerging markets will grow faster than the
developed world for decades to come."

Gideon Rachman, The Financial Times

Emerging Markets

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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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Emerging Markets Third-Quarter Recap: A Stellar Rally

Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context. Here, I share the team’s overview of

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Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new

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Mid-Year Outlook: The Resurgence of Emerging Markets

The first half of 2017 has been bright for emerging markets, generally speaking. My colleagues Stephen Dover, chief investment officer of Templeton Emerging Markets Group, Chetan Sehgal, director of Global Emerging Markets/Small-Cap Strategies and Carlos Hardenberg, senior vice president, director

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Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context. Here, I share the team’s overview of

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