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CanadaEmerging Markets Come Of Age
IS IT TIME TO RETHINK EMERGING MARKETS?
Emerging markets have come a long way since Franklin Templeton launched the first fund of its kind over 30 years ago—but many investors have outdated perceptions. The implications are serious. Underestimating these countries means overlooking some of the fastest-growing economies in the world.
Templeton Emerging
Markets Fund
Franklin LibertyQT
Emerging Markets
Index ETF
Three New Realities In Emerging Markets
Portfolio Manager Nicole Vettise reveals three new realities that are reshaping emerging markets.
Article
Navigating Markets in the Year of the Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out…
Article
Emerging Markets: A Strong Year, a Stronger Outlook
Manraj Sekhon highlights structural advantages in emerging markets.
Article
Technology: One World, Two Systems
In this issue of Trends Reinforced, Chetan Sehgal explains why the global pandemic and US-China…
HERE ARE THREE NEW EMERGING MARKET REALITIES:
EMERGING MARKETS ARE SO MUCH MORE THAN COMMODITIES
Shopping and technology are the new drivers of growth
When the first ten emerging market countries were bundled together 30 years ago, they produced commodities, low-cost manufacturing and…not much else. The guidebook was simple: produce locally and sell abroad. Countries with access to oil, precious metals and huge workforces thrived in the category’s early days – but their fortunes were tied to the developed world.
Things have changed. Today’s 24 emerging market countries offer so much more than energy and raw materials. And spending by the growing middle class is making emerging markets more independent.
IT’S NO LONGER A MATERIALS WORLD
Energy & Materials
Sources: Sector information: MSCI EM Index, as of December 31, 2019.
Information Technology & Communication Services
Sources: Sector information: MSCI EM Index, as of December 31, 2019.GROWING MIDDLE CLASS CONSUMPTION
Consumption: Emerging Markets vs. Developed Markets (Projected)
Sources: Sector information: MSCI EM Index, as of December 31, 2019.EMERGING MARKET COMPANIES ARE BECOMING TECH LEADERS
Patent applications, 2018
Pop quiz: who applied for more patents in 2018 – China or the United States, Japan and Germany combined?
ANSWER >Patent applications, 2018
Sources: Sector information: MSCI EM Index, as of December 31, 2019.POLICY AND ECONOMIC IMPROVEMENTS ARE MAKING EMERGING MARKETS MORE RESILIENT
Emerging market reforms have resulted in healthier economies
The emerging markets’ reliance on USD debt is one example of these improvements. When countries borrow in U.S. dollars, their debts become vulnerable to currency shifts. Any drop in the value of local currency vs. the greenback could prompt a crisis. Today’s emerging markets have diversified their sources of borrowing.
How much debt is U.S. Denominated?
Source: Franklin Templeton Capital Markets Insight Group, Bank for International Settlements, and Institute of International Finance, as of June 2019.THE TEAM BEHIND TEMPLETON EMERGING MARKETS FUND
Local knowledge, global reach
In a sea of overlooked and under-researched companies, there’s no substitute for local market knowledge.
Our on-the-ground investment team of more than 80 portfolio managers and analysts across 16 countries distinguishes Franklin Templeton Emerging Markets Equity from the crowd. Investors benefit from our networks of local business contacts, access to in-person company visits and real-time response to local market events.
Is it time for you to rethink emerging markets? Talk to your advisor about how these solutions can complement your portfolio.
As of February 29, 2020. Please refer to Excellence, Recognized for more information about Morningstar risk-adjusted ratings.
