Emerging Markets
Back to homepage
Catching the next Korean wave
Export powerhouse South Korea has been navigating global trade shifts well, while still expanding its K-wave cultural influence. Amid this remarkable growth, Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses South Korea’s upcoming elections and the possible
Read More
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. Key points GDP vs. Stock Market Returns Over 30 Years WHAT
Read More
India—prepared for takeoff
In addition to increasing demand for air travel due to a rapidly growing population, other positive trends are setting the stage for India’s economy and markets to take off. Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses
Read More
Financial inclusion efforts in Mexico give way to new market highs
Global investors might not be aware that Mexico’s stock market has been rising to new heights this year. Dina Ting, Head of Index Portfolio Management, Franklin Templeton ETFs, makes the case to consider adding some exposure. Mexican stocks have reached
Read More
What’s in the price? MENA fixed income outlook for 2023
Fixed income faced a challenging 2022, but 2023 looks more promising for global sukuk and GCC fixed income, according to Dino Kronfol. He believes a focus on higher-quality fixed income sectors is prudent given continued uncertainties. Time with loved ones
Read More
Potential tailwinds for Asian emerging markets in 2023
Emerging Asian equity markets look poised for a better year ahead, according to Franklin Templeton Emerging Markets Equity’s Sukumar Rajah. He outlines key catalysts, including China’s relaxation of COVID-19 policies. China’s decision to move away from its zero-COVID policies and
Read More
Lula returns to helm of world’s 12th largest economy: “Brazil is back”
After reclaiming the presidency, Brazil’s Luiz Inácio Lula da Silva vows to bring back prosperity and must aim to unite a divided nation. Franklin Templeton’s Marcus Weyerer and Dina Ting weigh the risks of a contested result with initial signals of subdued
Read More
India: Three themes driving growth
India is a dynamic urbanizing economy with a rapidly expanding middle class. The convergence of these megatrends is driving three themes that our investment team is focused on in our search for companies offering sustainable earnings growth with clear competitive
Read More
Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not
Read More
Miscalculations and Recalculations
The market lens for the rest of 2022 will be focused on the impact of political and policy miscalculations, according to Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon. Putin’s Miscalculation Russia’s President Vladimir Putin has fully miscalculated the West’s
Read More