Templeton Global Investments Insights

Sunresin stands at the intersection of two markets experiencing structural growth: weight-loss drugs and advanced purification technologies.

Recognising growth trends as they reach an inflection point is one of the hallmarks of successful investing. One such trend is the profound transformation of the Indian consumer landscape.

Templeton Global Equity Group believes in investors’ strong conviction in APAC markets but suggest a more nuanced approach is necessary to deliver differentiated long-term results.

Despite facing challenges in recent years, Craig Cameron of Templeton Global Equity Group believes the current environment for electric vehicles (EVs) is appealing. In this article, he explores the key supply and demand factors shaping the future of the EV sector and offers insights into where investment opportunities may be found.

Despite the worst stock market selloff in Japan since 1987, the fundamental picture for Japanese equities remains unchanged, according to Templeton Global Equity Group.

The Templeton Global Equity Group draws upon the power of its global reach and local analyst presence to argue that, despite recent investor pessimism, the case for many aspects of the electric vehicle supply chain remains compelling.

Smaller companies can be considered the lifeblood of the European economy, yet small-cap stocks have lagged the broader market. Templeton Global Equity Group weighs in on why it may be time to take a look at small caps.

Templeton Global Investments suggests the outlook for Chinese equities in 2026 is bright and are positive on the semiconductor, consumer discretionary, power equipment and biotech sectors.

India is poised for earnings recovery in 2026, as supportive fiscal and monetary policies continue to underpin the resilience of domestic consumption.

South Korea President Lee Jae-Myung spoke of turning the Korea discount into the Korea premium. We believe this regime shift is real and is making notable progress, as evidenced by a confluence of policy support, corporate commitment and shareholder awareness. A comparison with Japan and the successes of its corporate governance journey further affirms our positive view.

Our emerging market portfolio managers provide their market views on China, India, the Middle East and Latin America.

As Trump tariffs cause uncertainty, new Chinese consumer trends and DeepSeek’s breakthrough may offer investment potential. Franklin Templeton Emerging Markets Equity shares observations from recent on-the-ground research.

India's structural growth outlook remains strong, with signs pointing to improved 2025 growth, according to Franklin Templeton Emerging Markets Equity. The team explores investment opportunities in this dynamic economy.

The second Trump administration promises more tariffs, but US trade partners have a range of policy responses at their disposal. Franklin Templeton Emerging Markets Equity outlines how policy changes could have implications for global and regional markets.

China's initiatives aim to boost consumer confidence & spending by easing financial worries. A more secure public means a more resilient economy.

Templeton Emerging Markets Equity offers an analysis of the divergent growth patterns in consumption among different income groups in India, where upper-income households are seeing rapid growth while lower-income families lag behind.

Frontier emerging markets are growing rapidly and may become a larger part of the global economy. This presents an attractive investment opportunity to the Franklin Templeton Emerging Market Equity team.

Many South Korean stocks trade at a discount compared to their peers. The Franklin Templeton Emerging Markets Equity team evaluates whether its “Value-Up” program will meet these challenges.

Franklin Templeton Emerging Markets Equity expects multinational companies to maintain at least part of their production capabilities in China, while continuing to expand or enter new markets.