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Luxembourg
Several emerging markets have seized the lead in innovation and are leapfrogging established business models through innovation and technology. Yet, outdated perceptions about them persist. Sticking with these old assumptions can have serious implications for investors.
We believe that an undeniable change in the entire asset class is taking place, driven by the pursuit of a better life. In this context, we encourage investors like you to revisit your current allocation to emerging markets investments.
Take our quiz to test your emerging markets knowledge. Some of the answers might surprise you. If you’d like to find out more, our ‘Quick Guides to Emerging Markets’ break down all the basics and demonstrates how you could benefit from the dynamism of emerging markets.
We are here to help prepare you to take advantage of the opportunities available in the emerging markets asset class today.
Are you an emerging markets guru?
Find out with our eight quick-fire questions.
Over the past three years^ , global stock markets have done quite well. The MSCI All Country World Index went up 10% annually* . How much did the stock market go up in China?
^ in Euro and as at 31 January 2019
Select the correct lantern
- 15%
- 13%
- 11%
- 9%
Rank the following countries in order of BMW car sales in 2018.
Drag and drop the country names to their position
|
USA
|
1st | |
|
Germany
|
2nd | |
|
China
|
3rd | |
|
Argentina
|
4th | |
|
UK
|
5th |
What % of emerging markets exports go to other emerging market countries?
Select the correct ship
- LESS THAN 30%
- 30% - 40%
- 40% - 50%
- 50% +
Which of these countries consumes more Guinness than Ireland?
Select the correct country from the list below
Which one of these countries has the biggest representation^ on the list of the world’s largest 100 companies (after the US)?
^ Weighted by market capitalisation
Select the correct country
Three of these stock markets went up by around 50% over the past three years^. Which one did not?
^ in Euro and as at 31 January 2019
Drag the correct country below the line
Which of the following retail events generates the most online revenue?
Select the correct holiday from the list below
Out of the following countries, which has the fastest mobile internet connection speed on average?
Select the correct sim card
- USA
- Sweden
- Hong Kong
- South Korea
Which one of these is not among the largest five companies in the world?
Select the correct logo
Scores
0/8
Oops. At least you know more now than you did five minutes ago. Our ‘Quick Guides to Emerging Markets’ break down all the basics, and demonstrates how your portfolio could benefit from the dynamism of emerging markets.
You were probably surprised by some of the answers. Want to find out more about emerging markets? Our ‘Quick Guides to Emerging Markets’ will give you more insight into how they could benefit your investment strategy.
Not bad. The staggering growth of emerging markets may have come as a surprise which resulted in this score. If you’d like to find out more, then our ‘Quick Guides to Emerging Markets’ will shed some more light on what emerging markets can offer your portfolio.
Pretty Good. You know your way around these markets. But as an investor, are you benefitting from sensible exposure to emerging markets? Our ‘Quick Guides to Emerging Markets’ will tell you more.
Well done! You are an Emerging Markets Guru! Even though you seem to know everything, are you confident you are actually benefitting from these markets as part of a balanced investment portfolio? Our ‘Quick Guides to Emerging Markets’ have some ideas.
MORE FACTS
PORTFOLIO MANAGER'S PERSPECTIVE
5 reasons to invest in emerging markets
- 1
- 2
- 3
- 4
- 5
Economic growth and attractive valuations
Emerging markets display more dynamic economic growth than the developed world. These vibrant economies support key growth engines—enabling companies to become global winners and promoting the growth of the emerging market consumer.
IMF Growth Projections
Percentage change over previous year, as of April 2019
World
Advanced economies
Emerging markets and developing economies
Emerging and developing Asia
For illustrative and discussion purposes only. Past performance is not an indicator or guarantee of future performance.
There is no assurance that any projection, estimate or forecast will be realized
Gross domestic product, constant prices. IMF, World Economic Data, April 2019 Edition
The technology revolution
Technology and the internet are reshaping emerging markets landscape, providing a platform for dynamic entrepreneurial businesses to succeed on the global stage. Within the information technology sector, there has been a move toward more structural diversification. It’s not simply producing hardware for global supply chain, but it’s also world class innovation.
Information Technology Allocation in MSCI Emerging Markets Index
As of 31 March 2019
For illustrative and discussion purposes only. Indexes are unmanaged and one cannot invest directly in an index.
Source: FactSet, MSCI
The methodology of this illustration has been changed, effective December 2018. Until November 2018, Software and Services is a sum of: Internet Software & Services and Software. Effective December 2018, Software and Services is a sum of Internet & Direct Marketing Retail and Interactive Media & Services.
The value of active management
The changeable landscape of the emerging markets means that active investing plays significant role in looking far beyond the index to find the farthest-flung opportunities. This is the where active management can land a winning catch of emerging markets investee companies.
MSCI Emerging Markets Index and its individual constituency countries
Calendar Year Returns (USD) (%) as of 2013 - 2018
| 2013 | 2014 | 2015 |
|---|---|---|
| Top 3 Performers | ||
 United Arab Emirates |
 Egypt |
 Hungary |
 Greece |
 Indonesia |
 Russia |
 Qatar |
 Philippines |
 India |
| Bottom 3 Performers | ||
| Indonesia |
Hungary |
 Brazil |
 Turkey |
Greece |
 Colombia |
 Peru |
Russia |
Greece |
| 2016 | 2017 | 2018 |
|---|---|---|
| Top 3 Performers | ||
| Brazil |
 Poland |
Qatar |
| Russia |
 China |
Peru |
| Peru |
 Korea |
Russia |
| Bottom 3 Performers | ||
 Mexico |
United Arab Emirates |
 Pakistan |
| Egypt |
Qatar |
Greece |
| Greece |
Pakistan |
Turkey |
For illustrative and discussion purposes only. Past performance is not an indicator or guarantee of future performance.
Indexes are unmanaged and one cannot invest directly in an index.
Source: Morningstar Direct Performance Reporting
Favourable demographics
Emerging markets have a younger population with lower dependency compared to developed markets populace ageing at a fast rate. By 2030, 86% of the global working age population will live in emerging markets. This will fuel the productivity and benefit the companies that can stay on top of this global trend.
World Population by Age and Sex (Emerging Markets vs Developed Markets)
As of 2015
For illustrative and discussion purposes only.
Population data in millions.
Source: United Nations, Department of Economics and Social Affairs, Population Division (2017). World Population Prospects: The 2017 Revision, CD-ROM Edition as of June 2017.
The emerging consumer
The distribution of wealth is changing— in emerging markets the number of medium and high income earners is increasing rapidly. As the new consumers rise, they will continue to drive global expenditures in many discretionary categories, including travel, financial services and luxury goods.
Annualised Gross National Income (GNI) Per Capita Growth
(1998-2017)
For illustrative and discussion purposes only.
Past Performance is not an indicator or guarantee of future performance
Source: World Development Indicators Database, World Bank as of 28/06/2018. Most recent data. Gross National Income (GNI) is measured on a per capita basis and the total calculation is an equally weighted average of the EM, Asia EM and DM respective universes.
Our range of emerging markets funds
LU0231203729
|
As of 31/03/2019 |
|
| Fund Size | $ |
| Asset Class | Equity |
| Morningstar CategoryTM |
India Equity |
| Inception Date | 25/10/2005 |
LU0029875118
|
As of 31/03/2019 |
|
| Fund Size | $ |
| Asset Class | Equity |
| Morningstar CategoryTM | Asia ex Japan Equity |
| Inception Date | 16/04/1991 |
LU0390135332
|
As of 31/03/2019 |
|
| Fund Size | $ |
| Asset Class | Equity |
| Morningstar CategoryTM | Asia ex-Japan Small Mid-Cap Equity |
| Inception Date | 14/10/2008 |
LU0128522744
|
As of 31/03/2019 |
|
| Fund Size | $ |
| Asset Class | Equity |
| Morningstar CategoryTM | Global Emerging Markets Equity |
| Inception Date | 28/02/1991 |
* Sub-fund of the Luxembourg-domiciled SICAV Franklin Templeton Investment Funds
Quick Guides to Emerging Markets
Footnotes
- Source: The Brookings Institution, “A global tipping point: Half the world is now middle class or wealthier”, 27 September 2018.
- Source: The Washington Post “How China Used More Cement in 3 Years then the US Did in the Entire 20th Century”.
- Source: Bloomberg, 24 November 2017.
- Source: worldatlas, “List of Countries by Internet Users”, 15 January 2019.
- Source: PwC Report “Emerging Markets Health: Paths for growth”.
- Source: World Intellectual Property Organization (WIPO), 3 December 2018.
- Source: GSMA report “Accelerating affordable smartphone ownership in emerging markets”, July 2017.
- Source: Reuters “Alibaba nets record $30 billion in Singles’ Day haul”, 11 November 2018.
MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI. © 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Indices are unmanaged and one cannot invest directly in an index. © 2018 FactSet Research Systems Inc. All Rights Reserved. The information contained herein: (1) is proprietary to FactSet Research Systems Inc. and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither FactSet Research Systems Inc. nor its content providers are responsible for any damages or losses arising from any use of this information.
Important Information
This marketing material is intended to be of general interest only and should not be construed as investment advice nor does it constitute legal or tax advice and it is not an offer for shares or an invitation to apply for shares of the Luxembourg-domiciled SICAV Franklin Templeton Investment Funds (the “Fund”).
The value of shares in the Fund and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, your performance may also be affected by currency fluctuations.
Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. Any opinions expressed are the author’s at publication date and they are subject to change without prior notice. Any research and analysis contained in this marketing material has been procured by FTI for its own purposes and is provided to you only incidentally. Data from third party sources may have been used in the preparation of this document and FTI has not independently verified, validated or audited such data. References to particular industries, sectors or companies are for general information and are not necessarily indicative of the Fund’s holding at any one time.
No shares of the Fund may be directly or indirectly offered or sold to residents of the United States of America. Shares of the Fund are not available for public distribution in all jurisdictions and prospective investors should consult their financial advisor before deciding to invest. The Fund may use financial derivatives or other instruments which may entail specific risks more fully described in the Fund’s Prospectus and, where available, in the relevant Key Investor Information Document or any other relevant offering document. Subscriptions to shares of the Fund can only be made on the basis of the current Prospectus of the Fund, and, where available, the relevant Key Investor Information Document (or any other relevant offering document), accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter. These documents can be found on our website www.ftidocuments.com or can be obtained, free of charge, from your local FTI representative.
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