Emerging Markets
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Shifting Climate, Shifting Opportunities
Climate change—like any type of disruption—has disparate impacts on people, places and things. It can also have disparate impacts on corporations and investments. Krzysztof Musialik, senior vice president, Franklin Templeton Emerging Markets Equity, explores how climate change has impacted the
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Emerging Markets Race Ahead in January
Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove
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The Impact of US Policy on Emerging Markets: Three Investor Misconceptions
As investors continue to grapple with market jitters brought on by months of US-China trade tensions and other market uncertainties, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal explains why the recent volatility could present opportunities in the medium to long
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Emerging Markets Equity Investing: Never Waste a Crisis
Emerging-market equity investors are likely happy to bid goodbye to 2018—a year filled with challenges and uncertainties. Chetan Sehgal, Franklin Templeton Emerging Markets Equity’s director of portfolio management, examines some of these challenges and uncertainties, and makes the case that
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The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”
Continued US dollar strength has focused attention on weaker commodity prices and dented investor enthusiasm for emerging markets in recent months—stoking fears that the current climate could lead to a repeat of the 1997-1998 Asian Financial Crisis. However, Chetan Sehgal,
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October Market Recap and Outlook: A Sea of Opportunities
Emerging markets continued to struggle in October amid an environment of heightened equity-market volatility globally. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, believe the pullback presents long-term
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The Race to Harness AI Technology in Asia
Artificial intelligence (AI) and automation present enormous investment opportunities, some in ways we don’t even know yet. As the world adapts to technological advances, Franklin Templeton Emerging Markets Equity’s Sukumar Rajah and Eric Mok think some promising developments in Asia
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EM can prove attractive for income investors
Once considered a niche asset class, emerging market (EM) bonds have become an attractive option for investors seeking higher yields to meet their income needs in the wake of relatively low yields offered by developed market (DM) bonds. In fact,
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Though volatile, EMs can provide higher risk adjusted returns
Emerging markets (EM) have historically exhibited a higher degree of volatility than developed markets (DM), causing them to be labeled as a high-risk investment. But in spite of their periodic ups and downs, EMs have trended higher over time, providing
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Case for investing in emerging markets remains intact
Emerging and frontier markets (EM) are the future of global investing. Compared to their developed market counterparts, they offer the opportunity to invest in a faster growing and more geographically diverse range of countries and sectors, providing scope for broader
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