Insights on emerging markets

The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framework for capital allocation. Franklin Templeton Institute explodes new opportunities for investors—and where shifts in thinking may be needed.

Emerging markets face mounting headwinds as rising US bond yields, seasonal market weakness, and El Niño-driven food inflation strengthen the US dollar, pressure equities, and erode consumer purchasing power.

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selective opportunities despite ongoing technology gaps and fragmented execution.

Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duration bias toward core bond portfolios.

Emerging Asia has taken center stage in the AI revolution. From hyperscalers to chip producers and infrastructure enablers, companies across the region anchor a vibrant ecosystem with myriad investment opportunities. Find out more from Templeton Global Investments.

This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.

Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

US/Iran conflict, Trump-Xi Summit and the re-routing of goods via land are three things we’re watching in this month’s Emerging Markets Insights.

Emerging markets are continuing to evolve and change. They are transitioning from the world’s manufacturing hub to a global innovation hub.

South Korea is back on investors’ radar—but is this rally built to last? Dina Ting of Franklin Templeton ETFs unpacks what’s driving the surge—and whether the long-awaited re-rating can endure.

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discusses the different factors that underpin her views.

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital has begun to flow back into Latin America’s largest economy.

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

In 2025, the ETF industry continued to grow, and ETFs have become an integral part of portfolio construction, especially in Europe and Asia. Jason Xavier, Franklin Templeton ETF Capital Markets Head of EMEA & Asia, offers three predictions on where the industry could be headed in 2026.

Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duration bias toward core bond portfolios.

Foundational improvements in market structure and policy frameworks have strengthened emerging markets’ (EM) resilience to external shocks.

This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance to try to understand whether strong, positive cycles offer clues to more efficient allocations across hard-currency and local-currency debt.

Although sentiment remains sensitive to headlines around the Strait of Hormuz and energy markets, Franklin Templeton’s Emerging Markets Debt team sees an asset class that has shown it can absorb shocks, even as renewed geopolitical flare-ups or a broader risk-off episode could still test markets.

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

As the Middle East conflict causes widespread uncertainty for global financial markets, this paper offers a guide to the potential duration of volatility and the different impacts likely for emerging markets in the region and around the world.