PPEM News and Press, PortfolioPlus Emerging Markets ETF From 04/07/20

We fear a general emerging market crisis is becoming difficult to avoid. The coronavirus pandemic is reaching the likes of Brazil, Mexico, India, Turkey, and other big emerging markets, and there are several reasons to be very worried: Social distancing is near impossible for big parts of ...

By Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity Even though economic activity in many countries has dramatically slowed or stopped due to the coronavirus outbreak, Franklin Templeton Emerging Markets Equity's Andrew Ness still thinks there's underlying l...

Pretend for a minute that it's 2019 and you're Brazil. Or maybe Turkey, your choice. You've got a lot of infrastructure to build if you want to keep your people happy, and to fund those projects you'll need to borrow a lot of money. That's not a problem, because borrowing is easy. The whol...

Originally published on March 25, 2020 The COVID-19 crisis is hitting emerging markets especially hard, and the global dollar cycle can explain why. Robin Brooks is a chief economist at the Institute of International Finance and has previously worked for Goldman Sachs and the IMF. Rob...

By Alejandro Saltiel, CFA There are important differences in emerging market ((EM)) companies, especially when it comes to those with significant government ownership (state-owned enterprises, or SOEs) and those without it (non-SOEs). Government ownership may lead to corporate governance...

By Manraj Sekhon, CFA, Chief Investment Officer, Franklin Templeton Emerging Markets Equity While the United States and Europe are just starting to feel the economic impacts of the coronavirus, China is starting to recover. In our latest "Talking Markets" podcast, Manraj Sekhon, Chief Inv...

By Bassel Khatoun, Managing Director, Director of Research, Director of Portfolio Management, Frontier and MENA, Franklin Templeton Emerging Markets Equity Falling oil prices can be a double-edged sword in terms of economic impact: welcomed by consumers, but not by producers. Franklin Temp...

A version of this material originally appeared in the Financial Times on 26 February 2020. The debt burdens carried by emerging markets have become a regular feature of reports on threats to financial stability. The total debt for 30 large EM countries reached $72.5tn in 2019, a 168 percen...

Originally posted on Feb 25, 2020 Mary-Catherine Lader : What do you think of when you think of emerging markets? Well, if portfolios are any indication, many investors actually shy away. Emerging markets, or EMs, are unfamiliar territory to most. And that fear of the unknown may be eno...

By Subash Pillai, Head of Client Investment Solutions - APAC, Franklin Templeton Multi-Asset Solutions While there are a number of uncertainties in the global economy today, many investors may not realize the depth and breadth of potential opportunities emerging markets still offer - on b...