Find ideas for investing effectively in emerging and frontier economies
China’s AI landscape is entering a new phase marked by a rapid transition from chat-only AI to autonomous and productive “Agentic AI”—systems capable of executing multi step tasks autonomously.
Alex Summers explains why deep research can reveal emerging markets opportunities others miss.
This month’s chart highlights the remarkable resilience of China’s exports, which continued to provide solid support to GDP growth in 2025, and appear poised to do so again in 2026.
Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...
From infrastructure and trade finance to sovereign capital and asset-backed lending, the opportunity in emerging market private credit is broad, underpenetrated and increasingly compelling.
Over the month the fund returned -11.9% reflecting the conflict in the Middle East and the closure of the Straits of Hormuz. Given the significant gain year to date, South Korea was the largest det...
During the first quarter of 2026 the Strategy outperformed the MSCI Emerging Markets Index by 3.6%. Outperformance was driven by our exposure to Korea, as well as stock selection in China. The unde...
Korea runs a current account surplus yet the won sits at a 13-year low. We unpack the engineered offshoring behind it, why the policy is now reversing, and why we think the setup for Korean equitie...
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 sh...
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