Investment Adventures in Emerging Markets

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation
Asia

Quick Thoughts: Emerging Markets Disrupt, Innovate and Power Transformation

Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, recently held a roundtable on emerging markets (EMs) with Andrew Ness, Portfolio Manager for Franklin Templeton Emerging Markets Equity, and Alastair Reynolds, Portfolio Manager for Martin Currie Emerging Markets. The news on EMs is they have some of the best-performing companies, year-to-date. Below are some highlights of their conversation.

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery
Asia

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery

The COVID-19 pandemic has accelerated a number of existing technological trends, and emerging markets have been at the forefront. Semiconductor chips are a crucial to many technological advancements, providing computing power to our phones, cars and more. Our Emerging Markets Equity team discusses how shortages of chips during the pandemic have impacted the global economy.