Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

The Middle East plunges into the unknown
  • 02 Mar 2026

As we feared in our note published on Friday, Donald Trump acknowledged the inability to reach an agreement on his own terms on the nuclear issue and decided to launch a large-scale military operat...

On My Mind: Iran—Early considerations on market impact
  • 02 Mar 2026

Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.

Is emerging market corporate credit back in vogue?
  • 02 Mar 2026

CEO letter to investors
  • 27 Feb 2026

Felipe Berliner explains why demographics and abundant natural resources should place emerging markets on firmer ground.

Emerging market debt: myth versus market reality
  • 27 Feb 2026

Can EMD keep beating expectations?

Emerging Market Engines Shift into High Gear for Equity Investors
  • 27 Feb 2026

Earnings growth could continue energizing an emerging-market stock recovery. After underperforming for much of the last decade, emerging-market (EM) equities rebounded nicely in 2025. Is it too lat...

Flows to EM: The end of the beginning
  • 27 Feb 2026

As emerging market (EM) outperformance extends, investors are now frequently asking us about flows to EM assets. In this month’s Emerging View, we review data from Morningstar which confirms our an...

Emerging market debt: Where carry meets conviction
  • 27 Feb 2026

In recent decades, emerging market debt has undergone a remarkable transformation. Tune in to our podcast to uncover why this dynamic asset class deserves your attention, and which segments our exp...

New drivers steering China equities
  • 26 Feb 2026

China’s targeted easing and policy shifts shape new equity market opportunities.