Investment Adventures in Emerging Markets

Bolstering building blocks and silicon shields
Asia

Bolstering building blocks and silicon shields

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.

China’s Sci-Tech Board: Hope or Hype?
Asia

China’s Sci-Tech Board: Hope or Hype?

China will be launching a Nasdaq-style stock market for technology and research-driven companies to list and raise capital. While it has some detractors, Franklin Templeton Emerging Markets Equity believes this upcoming board is of strategic importance to China. Jason Zhu, director of portfolio management—China Equities, says it could rev up China’s emergence as a research powerhouse and help emerging companies grow into industry champions, but the team will be watching at least two key factors—the quality of companies listed and their valuations.