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Notes from Emerging Markets
15 мая, 20:22

Emerging Markets April 2018 Recap and Outlook: Look Beyond the Headlines

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Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon, and Director of Portfolio Management Chetan Sehgal, present an overview of emerging-market developments in April, including some events, milestones and data points. They say there was certainly no shortage of geopolitical news during the month, but note that solid businesses have the potential to do well in many different environments. Artykuł Emerging Markets April 2018 Recap and Outlook: Look Beyond the Headlines pochodzi z serwisu Investment Adventures in Emerging Markets.

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14 мая, 23:48

Implications of Malaysia’s Election Surprise

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Malaysia’s general election resulted in a stunning upset, ending the rule of the party that had been in power more than 60 years, since the country gained independence. Franklin Templeton Emerging Markets Equity’s Gerald Sheah discusses the implications of the opposition-party victory there, a momentous event in Malaysia’s history. Artykuł Implications of Malaysia’s Election Surprise pochodzi z serwisu Investment Adventures in Emerging Markets.

11 мая, 19:20

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players

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We recently caught up with Gustavo Stenzel, director of Latin America strategy, to discuss his outlook for Brazil and Mexico (which have general elections this year) and also Argentina’s potential return to emerging-market status. He explains why he thinks these economies could benefit from an improving economic backdrop and government reforms. Artykuł Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players pochodzi z serwisu Investment Adventures in Emerging Markets.

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09 мая, 21:18

An Active View of Emerging Market Small Caps

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Many investors overlook small-capitalization stocks, and even more so in emerging markets. But perhaps more investors should take a closer look at the smaller end of the market spectrum, according to the Franklin Templeton Emerging Markets Equity team. Manraj Sekhon, Chetan Sehgal, Vikas Chiranewal and Krzysztof Musialik explore the opportunities for investors in this space, and why they believe active managers can add value. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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23 апреля, 18:27

US-Led Trade Dispute Could Present Opportunities in Emerging-Market Stocks

Sukumar Rajah, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, considers the potential fallout from the trade dispute between the United States and China. He explains why it could actually present investment opportunities in certain emerging-market economies. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

12 апреля, 05:18

Emerging Markets Experience a Volatile First Quarter

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Volatility hit global equity markets hard in the first quarter of 2018, and emerging markets were certainly not immune. Franklin Templeton Emerging Markets Equity CIO Manraj Sekhon and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of what has happened in the emerging-markets universe in the first quarter of 2018, and offer their perspective on the potential impact of recent US-China trade tensions. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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06 апреля, 12:14

Saudi Arabia’s First Successful Play for Emerging-Market Status

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Saudi Arabia’s upgrade to emerging-market status by index provider FTSE Russell doesn’t come as a surprise to Bassel Khatoun, managing director, director of portfolio management, Frontier and MENA, and Salah Shamma, head of investment, MENA, at Franklin Templeton Emerging Markets Equity, who say the move is testament to the Kingdom’s ambitious capital market reform agenda. Here, they break down what that new status really entails and discuss what opportunities could be next, now that Saudi Arabia’s efforts at opening up capital markets have been recognized. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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05 апреля, 18:43

Getting to Know Chetan Sehgal

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With more than two decades of experience investing in emerging markets, it’s fair to say that this seasoned emerging-market investor has his fair share of anecdotes. As he takes on more responsibilities within Franklin Templeton Emerging Markets Equity, we learn about his early days on assignment in Russia, how he continues to cultivate a collegiate philosophy in his team, and why he thinks innovation will continue to bolster emerging market economies. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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23 марта, 02:06

Today’s Emerging Markets Embrace Technological Innovation

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Emerging markets have not only embraced the use of technology, but have become global market innovators in many areas. Chetan Sehgal, senior managing director and director of portfolio management, Franklin Templeton Emerging Markets Equity, takes a look at how emerging markets have embraced technology, and explains why he’s excited about investment opportunities in this space. He says emerging markets are now at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

15 марта, 18:15

Emerging Markets February Recap: Resilient

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Volatility returned to global markets in February, but by and large, emerging markets proved resilient. Franklin Templeton Emerging Markets Equity Chief Investment Officer Manraj Sekhon and Director of Portfolio Management Chetan Sehgal present an overview of emerging-market developments in February, including some events, milestones and data points to offer perspective. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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14 марта, 19:34

Why the MENA Region Appears to be on Firmer Footing

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As Middle East and North Africa (MENA) economies adapt to the reality of sustained lower oil prices, Dino Kronfol, chief investment officer, Franklin Templeton Global Sukuk and MENA Fixed Income, and Bassel Khatoun, managing director and director of portfolio management, Frontier and MENA, Franklin Templeton Emerging Markets Equity, outline why they believe regional economies are on a more sustainable footing. And, they explain why the current landscape could prove to be fertile ground for potential opportunities in both fixed income and equities in the region. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."

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03 марта, 03:36

Why It’s Not Time to Squeeze the Brakes on Indian Equities

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As Indian equities have come off the peaks from the start of the year, some emerging-market investors may be feeling a little cautious. Despite this pullback in stocks, Sukumar Rajah, Senior Managing Director and Director of Portfolio Management, Franklin Templeton Emerging Markets Equity, thinks the current investment environment, coupled with some homegrown drivers, could spur on the Indian equity market to provide even more opportunities than before. Investment Adventures in Emerging Markets - Notes from Emerging Markets Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team based in 15 global emerging markets offices and manages emerging markets portfolios. As he spans the globe in search of investment opportunities, his “Investment Adventures in Emerging Markets” blog gives readers a taste for what he does, when, where, why and how. Dr. Mobius has written several books, including “Trading with China,” “The Investor’s Guide to Emerging Markets,” “Mobius on Emerging Markets,” “Passport to Profits,” “Equities—An Introduction to the Core Concepts,” “Mutual Funds—An Introduction to the Core Concepts,” ”The Little Book of Emerging Markets,” and “Mark Mobius: An Illustrated Biography."