Emerging Markets
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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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Local Investors Discover Brazilian Stocks
The COVID-19 pandemic has been devastating for Brazil, but heavy government spending and monetary policy easing have helped bring some stability to the economy. Claus Born, senior vice president and institutional product specialist, Franklin Templeton Emerging Markets Equity, shares some
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Time to Revise Outdated Perceptions of Russia?
Many investors seem to have misperceptions when it comes to Russia’s economy and the companies located there. Our Emerging Markets Equity Institutional Portfolio Manager Nicole Vettise explains how Russia’s economy offers investors a mix of old and new industries, and
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Emerging Markets Rally as Economies Reopen in the Second Quarter
The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic
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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
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