Emerging Markets
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Southeast Asia’s Internet Economy: On a Fast Track
Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton’s Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors:
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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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Community Group Buying: The Hottest Trend in China’s E-commerce
China is known for having the highest e-commerce penetration rate in the world. Beyond traditional online purchases of merchandise, booking of services and ordering food, innovative e-commerce models are constantly being developed. Among the hottest since last year is “community
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Bridging the ESG Gap in China
Environmental, social and governance (ESG) factors have become increasingly important to many investors—including those in emerging markets. Franklin Templeton Emerging Markets Equity’s Michael Lai examines challenges facing ESG investing and reporting in China—and how it’s likely to continue to evolve.
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Earnings Matter in Emerging Markets
The resilience of emerging markets in the wake of COVID-19 shouldn’t come as a surprise, according to Franklin Templeton Emerging Markets Equity’s Andrew Ness. He says fundamentals still look attractive in select markets and reminds investors of what really matters—earnings.
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Chinese New Year: How Investors Might Navigate Markets in the Year of the Ox
As the upcoming Chinese New Year ushers in the Year of the Ox, could it be the year Asian economies power ahead? Franklin Templeton Investment Solutions’ Stephen Tong, Franklin Templeton Emerging Markets Equity’s Michael Lai and Western Asset Management’s Desmond
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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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Pandemic Accelerates New Economic Landscape for Emerging Markets
The global pandemic has accelerated a shift in the emerging market landscape, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal. He explores what the new economy entails for emerging markets. Near-Term Resilience Could Spell Long-Term Opportunity for Emerging Markets
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US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He
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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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