Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging Markets Income: May Monthly Commentary
  • 20 hours ago

Over the month the fund gained 7.5% (USD terms), led by Taiwan and South Korea, with Technology and Industrials the standout sectors. China and Brazil were the heaviest detractors, whilst Real Esta...

Brazil: Proposal to reduce the statutory workweek
  • 20 hours ago

Brazil moves to join other Latin American countries in shortening the workweek from six workdays to five, phasing in the reduction from 44 hours to 40, with no drop in pay.

EM to the core, Episode 7 – Emerging markets debt dynamics
  • 30 Jun 2026

Discover why EM debt offers diversified income, resilient fundamentals, and opportunities beyond emerging market equities.

Multi-Asset Midyear Outlook: Fortitude Amid Disruption
  • 30 Jun 2026

Investors should consider designing portfolios to stay resilient and capture opportunities. Markets weathered turmoil in the first half, helped by solid earnings with signs of broadening beyond a f...

Under the Macroscope: A Tale of the Peacock and the Horangi
  • 30 Jun 2026

South Korea remains one of Asia’s most compelling equity stories, but it is no longer a simple “buy the index” market, according to Franklin Templeton Institute’s Christy Tan.

AI’s reality check reinforces diversification
  • 29 Jun 2026

South Korea has experienced strong market swings in recent weeks, as the AI trade has come under pressure at a global level.

Inside China’s AI Boom
  • 29 Jun 2026

As China develops an increasingly independent AI ecosystem, new investment opportunities are emerging across software, semiconductors, and digital infrastructure.

China: New protections for employees working beyond retirement age
  • 26 Jun 2026

China establishes formal protections for employees working past normal retirement age, with employer mandates around wage agreements, job duties, workplace safety and other job benefits.

Latin America—Back on the radar
  • 25 Jun 2026

Western Asset: Recent conservative election wins in Colombia and other countries, along with Brazil’s pivotal upcoming vote, are drawing renewed investor interest to the region and signaling a pote...