Insights Library

The recent weakness in consumer discretionary stocks creates opportunities in businesses where the market may be overly pessimistic, according to Templeton Global Investments.

Templeton Global Investments suggests emerging market leaders are evolving from scale-driven manufacturers to innovation-led global competitors across sectors such as AI, electrification and biotech.

In this month’s issue, AI, energy and robotics are creating new opportunities in emerging markets, but selectivity remains key as policy, cost and execution risks evolve.

Emerging markets face mounting headwinds as rising US bond yields, seasonal market weakness, and El Niño-driven food inflation strengthen the US dollar, pressure equities, and erode consumer purchasin...

In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating op...

Emerging Asia has taken center stage in the AI revolution. From hyperscalers to chip producers and infrastructure enablers, companies across the region anchor a vibrant ecosystem with myriad investmen...

This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global I...