As the global chip shortage drags on, Taiwan’s semiconductor industry remains front and center for the world economy. Despite the US passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, offers reflections on Taiwan and its investment potential as a dominant force in the semiconductor industry.
Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.
Emerging markets saw a positive first quarter overall, although pandemic challenges remain an overhang. Read the latest recap and outlook from our emerging markets equity team.
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