Emerging Markets
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Of Currencies, Trade and Other Clouds
Emerging markets have struggled in the first half of this year amid a storm of uncertainties. Franklin Templeton Emerging Markets Equity’s Chetan Sehgal examines issues that have acted as clouds on the asset class—including a stronger US dollar and trade
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Mexico’s AMLO: A New Kind of Populist
The victory of leftist candidate Andrés Manuel López Obrador in Mexico’s presidential election shows populism can come in a variety of forms. Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel and Santiago Petri offer their thoughts on what’s next for Mexico
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EM fundamentals sound in spite of volatility
Boiling Frogs and the Three Henchmen After a near two-year rally, EM stock returns have suffered in the first half of 2018. But consider that the volatility has been driven by a “made in America” trade war, leading to a
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Emerging Markets Experience a Healthy Correction in May
Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon and Director of Portfolio Management Chetan Sehgal present an overview of emerging-market developments in May, including some events, milestones and data points. Three Things We’re Thinking About Today More than
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Emerging Markets April 2018 Recap and Outlook: Look Beyond the Headlines
Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon, and Director of Portfolio Management Chetan Sehgal, present an overview of emerging-market developments in April, including some events, milestones and data points. They say there was certainly no shortage of
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An Active View of Emerging Market Small Caps
Many investors overlook small-capitalization stocks, and even more so in emerging markets. But perhaps more investors should take a closer look at the smaller end of the market spectrum, according to the Franklin Templeton Emerging Markets Equity team. Manraj Sekhon,
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US-Led Trade Dispute Could Present Opportunities in Emerging-Market Stocks
Sukumar Rajah, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, considers the potential fallout from the trade dispute between the United States and China. He explains why it could actually present investment opportunities in certain
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Why It’s Not Time to Squeeze the Brakes on Indian Equities
As Indian equities have come off the peaks from the start of the year, some emerging-market investors may be feeling a little cautious. Despite this pullback in stocks, Sukumar Rajah, Senior Managing Director and Director of Portfolio Management, Franklin Templeton
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Emerging-Market Resilience
Volatile market action in early February caught many investors off guard. While many were rushing for the exits at the first sign of turmoil, Templeton Emerging Markets Group’s Chetan Sehgal and Claus Born have been emphasizing calm. They point to
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Emerging Markets Through the Years
As many of you may be aware by now, I announced plans to retire after more than 30 years with Franklin Templeton Investments, effective January 31, 2018. Before I share my final, parting words on this forum, I’d like to
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