
6 NOVEMBER 2025
Emerging Markets Insights: AI and beyond
Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.
Test your knowledge on a variety of fun and interesting topics.
From coffee beans to microchips - enjoy a whistle-stop tour around some of the world’s fastest-growing economies like India, Brazil and China.
10 questions with some amazing answers. Take the quiz and see how you score. Are you an Emerging Markets Guru?
The pandemic period has catalysed change, innovation, and brought a greater focus on technology.
That means we're going to see a lot more growth and this growth is going to happen faster and sooner.
And these opportunities are being realised and monetised on the ground in places like Asia and Latin America and across emerging markets.
Under 35s in India – that’s 2½ times the entire population of the United States1.
This offers companies immense growth potential.
Growth in battery demand2 over next 5 years.
Asia is also the home to the leading battery producers.
Retail internet penetration2 in Brazil. That’s half the level of the US and one-third of the UK and China. That’s an important distinction.
Digitally facilitated loans will more than quadruple2.
This is an investment opportunity that also accelerates wider economic growth.
Unparalleled Emerging Markets Experience
Chetan Sehgal is the lead portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT). He has been a portfolio manager and senior research analyst for TEMIT since 2015. He is also a senior managing director and the director of portfolio management for Franklin Templeton’s Emerging Markets Equity Team.
Chetan was joined by portfolio manager Andrew Ness on 17 September 2018. Andrew is a seasoned investor with over two decades of experience as an emerging markets equity portfolio manager, and a strong alignment with the investment approach and philosophy utilised in the management of TEMIT’s portfolio.

Lead Portfolio Manager,
Templeton Emerging Markets Investment Trust (TEMIT)

Edinburgh (Portfolio Manager)
The TEMIT portfolio management team are supported by an experienced team of over 80 dedicated emerging markets investment professionals located across 20 offices around the world.
Shares in TEMIT qualify as an investment which can be held through an ISA. TEMIT is available through a stocks and shares ISA from a number of different companies. Your financial adviser will be able to give you full details of the options available to you.
Footnotes
Important Legal Information
This website is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of the Templeton Emerging Markets Investment Trust (TEMIT). Nothing in this website should be construed as investment advice. Opinions expressed are the author's at publication date and they are subject to change without prior notice. Subscriptions to TEMIT can only be made on the basis of the latest available audited TEMIT annual report and TEMIT half-yearly report if published thereafter.
The value of shares in TEMIT and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, your performance may also be affected by currency fluctuations. An investment in TEMIT entails risks which are described in the TEMIT annual report. In emerging markets, the risks can be greater than in developed markets. Investments in derivative instruments entail specific risks more fully described in the TEMIT annual report.
US Persons are not eligible to invest in TEMIT. Shares of the TEMIT are available for sale and distribution in the UK. Any research and analysis contained in this website has been procured by Franklin Templeton Investments for its own purposes and is provided to you only incidentally. References to particular industries, sectors or companies are for general information and are not necessarily indicative of TEMIT's holding at any one time.
References to indices are made for comparative purposes only and are provided to represent the investment environment existing during the time periods shown. An index is unmanaged and one cannot invest directly in an index. The performance of the index does not include the deduction of expenses and does not represent the performance of any Franklin Templeton fund.
MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.
There is no guarantee that TEMIT will achieve its objective. Please consult your financial adviser before deciding to invest. You can download a copy of the latest TEMIT annual report and TEMIT half-yearly report, or request one, free of charge, from Franklin Templeton Investment Management Limited, Cannon Place, 78 Cannon Street, London EC4N 6HL. Authorised and regulated by the Financial Conduct Authority. Telephone: 0800 305 306, Email: [email protected].