Posts From Chetan Seghal
Back to homepage
Chetan Seghal
Three Reasons We Remain Bullish on Emerging Markets Long Term
Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on
Read More
Pandemic Accelerates New Economic Landscape for Emerging Markets
The global pandemic has accelerated a shift in the emerging market landscape, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal. He explores what the new economy entails for emerging markets. Near-Term Resilience Could Spell Long-Term Opportunity for Emerging Markets
Read More
Corporate Governance in Emerging Markets: Progress and Opportunity
There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps
Read More
From Imitation to Innovation: Emerging Markets’ Technology Journey
Many investors have a view of emerging markets that remains stuck in the past, and that’s particularly true in the realm of technology. No longer simply copying advances made in the developed world, emerging market companies are now leading the
Read More
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
Read More
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
Read More
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,
Read More
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
Read More
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
Read More