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

Gideon Rachman, The Financial Times

Emerging Markets

Back to homepage

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

Read More

China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?

As markets grapple with the financial impact of the coronavirus outbreak, our Michael Lai, Portfolio Manager, China Equities, Franklin Templeton Emerging Markets Equity, considers what a recovery could look like, and how that might affect Chinese equities. He reports some

Read More

Why the MENA Region Can Survive US/China Trade Disputes

There are tangible signs economies in the MENA region have reformed and evolved over the past decade, according to Franklin Templeton Global Sukuk and MENA Fixed Income’s Dino Kronfol, and Franklin Templeton Emerging Markets Equity’s Bassel Khatoun and Salah Shamma.

Read More

A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets

While there are a number of uncertainties in the global economy today, many investors may not realize the depth and breadth of potential opportunities emerging markets still offer—on both the equity and fixed income side. Franklin Templeton Multi-Asset Solutions’ Subash

Read More

Emerging Markets: A positive outlook amid choppy waters

Emerging markets will continue to grow faster than their developed counterparts Emerging markets equities faced choppy waters for the first three quarters of 2019. This asset class began the year on a strong note, rallying through the first quarter, then

Read More

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

Read More

Corporate Governance in Emerging Markets: Progress and Opportunity

There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps

Read More

Malaysia’s 2020 Budget: A Delicate Balancing Act

Malaysia’s newly unveiled 2020 budget displays a commitment to sustainable long-term growth, according to Sukumar Rajah and Hanifah Hashim. Here, they suggest how the country’s foreign investment, transport and employment initiatives could drive the domestic economy. We regard Malaysia’s 2020

Read More

India’s Surprise Tax Cut Comes at An Opportune Time

Amid slowing economic growth in India, the Modi government’s surprise corporate tax cuts have come at an opportune time, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He explains why the fiscal adjustment could improve India’s competitiveness among its

Read More

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

Read More