Investment Adventures in Emerging Markets

Card image cap
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

Card image cap
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.

Card image cap
Guest Bloggers

An Emerging-Market Evolution

It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets.

Card image cap
Guest Bloggers

Emerging-Market Equity 2017 Outlook

On balance, although we are mindful of the potential for volatility and watchful for the risks, we believe sentiment toward emerging markets could continue to become more positive.