An Emerging-Market Evolution

February 16, 2017

"It is really not accurate to say emerging markets are pure commodity plays anymore, even though many people still consider them to be driven by the whims of commodity prices. Many investors may not realize that some very sophisticated information technology companies are located in emerging markets."

Stephen Dover, CIO, Templeton Emerging Markets Group

Art, Entertainment and Leisure in Asia
February 9, 2017

Happy Chinese New Year to all my friends and followers! There’s no question it’s a big holiday for leisure and entertainment. Last year, retail ...

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Celebrating a 30-Year Anniversary
January 26, 2017

This month marks my 30-year anniversary with Templeton Emerging Markets Group! The opportunity to open up new emerging markets, learn about new ...

China and Shadow Financing
January 23, 2017

For the first time ever, the president of China was in attendance at the World Economic Forum Annual Meeting in Davos this month. President Xi ...

Emerging Markets Q4 2016 Recap: A Wobbly Quarter, but Reasons for Optimism
January 18, 2017

Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent! ...

Vietnam’s Transformation
January 5, 2017

In just a few decades, Vietnam has undergone a dramatic transformation, from an agrarian society to one that has embraced the modern era. Its ...

Emerging-Market Equity 2017 Outlook
December 20, 2016

Emerging markets started 2016 on a weak note as equities were buffeted by concerns surrounding China’s economy and falling oil prices. However, as ...

Focusing on Fundamental Improvement
December 13, 2016

I’m fortunate to be able to work with an outstanding team at Templeton Emerging Markets Group, which includes individuals with diverse backgrounds ...

Readers’ Questions Answered
December 6, 2016

While I can’t always respond to each of your questions directly, I do enjoy hearing from my readers and followers and value your feedback. I am ...

Central Banks and Stock Markets: a BOJ Case Study
November 22, 2016

One of the most fascinating aspects of current markets around the world is the degree to which central banks appear to be influencing the movement ...

Emerging Markets and a Trump Presidency: No Need to Panic
November 11, 2016

The US presidential election resulting in a victory for Donald Trump has many potential implications for markets around the world, including ...

Risks, Opportunities and Adventures in Borneo
November 1, 2016

Recently my colleagues and I traveled to Sarawak, Malaysia, on the island of Borneo. Shared with Indonesia and Brunei, Borneo is a huge island ...

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