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

Gideon Rachman, The Financial Times

Emerging Markets

Back to homepage

Lula returns to helm of world’s 12th largest economy: “Brazil is back”

After reclaiming the presidency, Brazil’s Luiz Inácio Lula da Silva vows to bring back prosperity and must aim to unite a divided nation. Franklin Templeton’s Marcus Weyerer and Dina Ting weigh the risks of a contested result with initial signals of subdued

Read More

India: Three themes driving growth

India is a dynamic urbanizing economy with a rapidly expanding middle class. The convergence of these megatrends is driving three themes that our investment team is focused on in our search for companies offering sustainable earnings growth with clear competitive

Read More

Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics

The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not

Read More

Miscalculations and Recalculations

The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. Putin’s Miscalculation Russia’s President Vladimir Putin has fully miscalculated the West’s

Read More

Russia, Ukraine and China

The economic implications of Russia’s war are potentially large and global. Our Head of the Franklin Templeton Investment Institute, Stephen Dover, opines on the ties between China, Russia and Ukraine. It has become more apparent than ever that economics and

Read More

2022 MENA Fixed Income Outlook: A Regional Shelter From a Potential Global Inflation Storm?

The outlook for the GCC region looks optimistic for many reasons, according to Dino Kronfol, our CIO of Global Sukuk and MENA Fixed Income. He believes it may even be the best emerging market to shield portfolios from currency volatility

Read More

Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on

Read More

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:

Read More

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,

Read More

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

Read More