Investment Adventures in Emerging Markets

Egypt: Bold moves

Egypt has taken long-awaited steps to stabilize its currency and return to economic orthodoxy—decisions with implications for investors, according to Franklin Templeton Emerging Markets Equity team.

Emerging Market Insights – Semiconductor sector soars
Emerging Markets

Emerging Market Insights – Semiconductor sector soars

Read why the semiconductor industry, electric vehicles and Egypt are topics the Franklin Templeton Emerging Markets Equity team is thinking about today.

Consider This: Indian elections 2024
Asia

Consider This: Indian elections 2024

India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.

Enter the dragon: Parsing Lunar New Year opportunities among emerging markets
Asia

Enter the dragon: Parsing Lunar New Year opportunities among emerging markets

As we enter the year of the dragon, Dina Ting, Head of Global Index Portfolio Management, assesses the opportunities and risks in China and Taiwan, which saw divergent market performance last year. She also highlights a region that not only has seen rising engagement with China but was also an EM bright spot that outperformed the S&P 500 Index in 2023—Latin America.

Consider This: Indonesian elections 2024—what’s in it for investors?
Asia

Consider This: Indonesian elections 2024—what’s in it for investors?

As Southeast Asia’s largest economy and third-largest democracy in the world, Indonesia’s elections are likely to have implications for global investors. Franklin Templeton Investment Institute Investment Strategist Kim Catechis weighs in.

Emerging Market Insights: China policy recalibration
Asia

Emerging Market Insights: China policy recalibration

Our Franklin Templeton Emerging Markets Equity team is thinking about three things this month: China policy recalibration, US interest rates and global elections.

Recovery road map in the year of the dragon
Perspective

Recovery road map in the year of the dragon

As we enter the year of the dragon, get thoughts from the Franklin Templeton Emerging Markets Equity team on the road map for recovery in China’s economy and equity markets.

Emerging Market Insights: 2024 Outlook
Perspective

Emerging Market Insights: 2024 Outlook

Drivers for emerging markets in 2024 include a potential recovery in earnings growth, the likelihood of a US soft landing, and evidence that interest rates have peaked. Get the latest outlook from Franklin Templeton Emerging Markets Equity.

India in 2024 and beyond
Asia

India in 2024 and beyond

In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.

Consider This: Is India the new China?
Asia

Consider This: Is India the new China?

India appears to be facing an unprecedented window of opportunity right now, and international investors are asking: Is this the new China? Thoughts from Franklin Templeton Institute’s Kim Catechis.

Emerging Market Insights: Easier financial conditions in emerging markets
Asia

Emerging Market Insights: Easier financial conditions in emerging markets

Interest-rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Get the team’s latest outlook.

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors
Asia

Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors

The recent meeting between US President Joe Biden and China’s President Xi Jinping seemed to reassure investors, dispelling significant geopolitical uncertainty this year, according to Christy Tan of Franklin Templeton Institute.