Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 19 hours ago

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...

Hidden GEMs: Sri Lanka
  • 19 hours ago

Shubhangi Rajvanshi, Data Manager

Behind South Korea’s spectacular surge
  • 08 Apr 2026

Is there still value in our South Korean holdings?

Emerging markets at a capital allocation inflection point?
  • 08 Apr 2026

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 inde...

South Africa’s reform test: Fleeting gains or fundamental change?
  • 08 Apr 2026

Last year’s strong market returns renewed optimism...

EM to the core, Episode 1 – Six tailwinds for emerging markets
  • 07 Apr 2026

Discover 6 powerful tailwinds for emerging markets—plus a 30% valuation discount. Listen to Episode 1 with Wim Hein Pals.

From interest to execution: why Asian real estate managers are turning to the Middle East
  • 07 Apr 2026

Real estate demand across the UAE shows resilience across residential, and commercial sectors which creates opportunities for Asian real estate managers.

Citi Mexico Expectations Survey (April 7, 2026)
  • 07 Apr 2026

An update on our ESG scores: April 2026
  • 07 Apr 2026

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.