Cash in on change in emerging markets

After a strong start to 2019, emerging-market equities have hit turbulence. Professional investor Chetan Sehgal tips the stocks to back.

Each week, a professional investor tells us where he'd put hismoney. This week: Chetan Sehgal, Lead PortfolioManager, Templeton Emerging Markets Investment Trust.

After a strong start to 2019, global and emerging-market equities have hit turbulence thanks to changing US Federal Reserve policy and ongoing US-China trade-related negotiations or tweets. Against this volatile backdrop we continue to search for companies with sustainable drivers of earnings growth that can withstand ongoing market uncertainty.

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Chetan Sehgal is manager of the Templeton Emerging Markets investment trust.