Insights Library

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.

In this 2026 outlook, we believe that, at current valuation levels, several MENA markets offer a more balanced risk-reward profile than in recent years, particularly for investors with a medium-term h...

The probability of strong earnings and growth-friendly policies should make emerging markets attractive to investors in 2026, in the view of Templeton Global Investments.

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.

Artificial-intelligence-related investment is one of the trends likely to sustain the rise of emerging market equities in 2026, as policy support also contributes to a favorable backdrop.

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 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.