Chetan Sehgal, CFA
Executive vice president, director of global emerging markets
Franklin Templeton Investments
Within emerging markets, Asia is the most exciting region. It offers a range of opportunities from China, South Korea, India, and Taiwan to countries like Indonesia.
As fundamental stock pickers, Franklin Templeton is equally excited about individual opportunities in other parts of the world, such as Russia, which has recently fallen out of favour. Similarly, the firm is also finding emerging market opportunities in Latin America, such as Brazil and Argentina.
Top themes within emerging markets, according to the executives, are technology and consumption. Opportunities in the IT sector include e-commerce business models as seen in Latin America; companies that develop automobile-related IT components out of Taiwan or South Korea; and digital banks in Asia and Africa.
The asset manager also likes consumer-related sectors. It believes the demand for goods and services is set to skyrocket as emerging market household income continues to grow.
From an investment perspective, Franklin Templeton is especially interested in companies that caters to local brands and locally produced goods.