Investment Adventures in Emerging Markets

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History

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. Here, I join my colleagues Stephen Dover, chief investment officer of Templeton Emerging Markets Group, and Chetan Sehgal, director of Global Emerging Markets/Small-Cap Strategies, to talk about investing in this space.

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Perspective

Emerging Markets Second-Quarter 2017 Recap: The Streak Continues

We believe emerging markets continue to offer superior growth potential compared with developed markets. The long-term trend of increased consumer penetration and improving affluence, leading to a shift to more premium products and services, should continue to bode well for these markets in the future.

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History

Looking Back 20 Years: Lessons of the Asian Financial Crisis

It is our job to differentiate the individual investment opportunities we see on a case-by-case basis, and use times of inevitable panic to pick up bargains where we see sound footing and good prospects.

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Perspective

China: Building Roads to the Future

With the upcoming 19th Communist Party Congress this autumn, I think it will be important for [China’s] President Xi to seek to ensure financial stability and to demonstrate that he is capable of presiding over a stable financial system.

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Perspective

Readers’ Questions Answered

Cashless payment is developing at high speed. I experience electronic payment systems nearly everywhere in the world I visit, particularly in Asia. It’s a wave of the future that can’t be stopped, not only because it is so convenient and efficient, but because the rise of Internet shopping and banking makes such technology essential.

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Guest Bloggers

Busting the Frontier-Market Myths

"There are a number of urban myths about frontier markets. We think these myths may have caused investors to overlook them in favour of developed or traditional emerging-market alternatives."

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Perspective

Brazil’s Political Bumps

Mark Mobius offers his perspective on Brazil’s latest political turmoil and the importance of taking a long-term view as an investor in emerging markets.

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Perspective

Reform and Reflation in China

Mark Mobius and Eddie Chow offer some on-the-ground perspective on the ups and downs of China’s stock market and issues affecting investors there.

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Perspective

An Ocean Voyage in Southeast Asia

Air travel is a quick and convenient way to get from one place to the next, but sometimes it’s nice to slow down and enjoy the journey. Traveling ...

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Guest Bloggers

Argentina’s Return

On a recent visit to Argentina, I was interested to see how things had changed under the leadership of a new administration—and many rapid subsequent policy changes. Work still remains to be done to address challenges, and the path forward may be a little bumpy at times, but the progress we have seen has been encouraging so far.

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Perspective

Emerging Markets Q1 2017 Recap: A Strong Start

The general landscape of emerging-market corporations has undergone a significant transformation from the often plain-vanilla business models of the past to a new generation of innovative companies that are moving into technology and higher value-added goods and services.

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Brazil and Other Bright Spots in Latin America

In general, we think fears about economic relations between the United States and Mexico completely breaking down are probably overdone.