Insights on emerging markets

The US/Iran conflict has unnerved some investors in Indian equities, with many concerned about the risks higher energy prices pose to earnings, inflation and sentiment. However, investors should keep in mind that India’s macroeconomic vulnerability is lower than in past cycles. Templeton Global Investments examines the investment case.

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.

The latest Emerging Markets Insights discusses companies across various sectors that have expressed cautious optimism for the second half of 2026 despite ongoing geopolitical pressures and higher input costs. Templeton Global Investments highlight what they observed at a recently attended summit.

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.

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.

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters and vary widely within each group.

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.

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.

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.

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.

Emerging markets defied expectations in 2025 amid a surprisingly favorable global environment and several historically troubled economies enacting significant structural reforms. Our Franklin Templeton Fixed Income team share their 2026 outlook for emerging market debt and assess whether these positive trends will continue.

Although global trade faces disruptions, emerging markets may prove resilient, according to the Franklin Templeton Fixed Income team. They explain why these markets can adapt to continue generating attractive opportunities for investors.