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Summary

In this interview, Chetan Sehgal, emphasises the benefits of Franklin Templeton's deep-rooted legacy in emerging markets, providing access to management and local expertise.

Chetan also discusses the trust's portfolio which exhibits strategic overweight positions in sectors like electronics and financials, while being underweight in utilities and certain countries like India and China due to valuation and governance concerns.

Conversely, the trust is overweight in Korea and Brazil, focusing on companies with strong local market ties and resilient sectors like banking.
 

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