Investment Adventures in Emerging Markets

China’s Congress Convenes

“As one of the world’s most populous countries, China’s people and government have been striving to attain higher economic achievements. This drive has given rise to many new companies with new business models not seen in any other markets before. China is a frontier market in this sense.” - Eddie Chow, Templeton Emerging Markets Group

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Perspective

Scoping out South Korea’s Investment Landscape

"Technology was a big theme running through many businesses in South Korea. We saw the use of new technologies having an impact in many ways, from robotics on factory floors to the use of 3D scanners and printers in dental offices.” - Mark Mobius

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Perspective

Business and Politics in South Korea

“Some commentators say that it is very difficult for South Korea to break the tie between politics and business, but we have seen corporate governance undergoing substantial change as a result of recent scandals." - Mark Mobius

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Perspective

Tensions Rise on the Korean Peninsula

"The world is watching the Korean peninsula. The situation between North and South Korea has been tense for a long time, but it has been escalating amid increasingly bold rhetoric and threats from the leaders of North Korea and the United States." - Mark Mobius

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Guest Bloggers

Emerging Markets in the Digital Age

My colleagues and I have been actively speaking about the evolution taking place in many emerging markets over the past few decades. We’ve seen dramatic shifts occurring, with the often one-dimensional economic models of the past giving way to new and diverse growth drivers. This evolution includes the rapid embrace of new technologies and the rapid digitalization of economies. Carlos Hardenberg, senior vice president and managing director at Templeton Emerging Markets Group, further addresses the topic.

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Perspective

On Travels and Travails

I recently made a stop in Canada and sat down with one of my colleagues to record a podcast. We talked at length about a range of topics, including my childhood, my career, what I’m excited about today and why I never plan to retire!

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History

ASEAN’s Golden Anniversary

"The Association of Southeast Asian Nations (known as ASEAN) celebrated its 50-year anniversary in early August. I think ASEAN can continue to see progress as these economies continue to grow, and we welcome the opportunity to unlock investment opportunities there." - Mark Mobius

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Perspective

Travels in Myanmar: A New Frontier

"While Myanmar faces some challenges, I’m excited to see what the future brings, and encourage travelers to explore its many cultural charms.” - Mark Mobius

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Perspective

Las Vegas, Macau and the Future of Work

"Our team is keenly interested in the consumer space in emerging markets and we have been exploring companies involved in leisure and entertainment, including tourism, for potential investment opportunities. It’s interesting to see the development of new theme parks, hotels, resorts and the like springing up in emerging markets—and how similar or different they are from those in developed markets." - Mark Mobius

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Guest Bloggers

Mid-Year Outlook: The Resurgence of Emerging Markets

“The factors many investors have historically found attractive about the [emerging market] asset class have come back into play, including stronger earnings growth and robust consumer trends. While areas of risk remain, our view is we are still in the early innings of the emerging-market earnings growth upturn.” - Mark Mobius, Stephen Dover, Carlos Hardenberg and Chetan Sehgal

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Guest Bloggers

An Active Look at Small-Cap Investing

At Templeton Emerging Markets Group, we believe emerging market (EM) small-capitalization (small-cap) stocks represent an attractive proposition in the current investment climate. However, there are some common misconceptions regarding the asset class that conceal key strengths we believe an active manager could capitalize on.

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Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.