Insights Library

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 pol...

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.

Policy has recently had positive effects on Chinese equities, in the view of Templeton Global Investments. The group also describes potential risks in China as well as progress toward a US-India trade...

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

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

Three things to watch this month from Franklin Templeton Emerging Markets Equity: China’s Golden Week, tariffs on India and the likelihood of a year-end market rally.

Franklin Templeton Emerging Markets Equity discusses recent developments in emerging markets, specifically examining the impact of tariffs on Indian exports, the resurgence of Chinese equities and pot...

Franklin Templeton Emerging Markets Equity breaks down the implications of tariffs in emerging markets and offers insights into some innovative tech trends in China in particular.