6 OCTOBER 2025
Emerging Markets Insights: Fear of missing out
Three things to watch this month from Franklin Templeton Emerging Markets Equity: China’s Golden Week, tariffs on India and the likelihood of a year-end market rally.
Emerging markets have grown and evolved significantly over the past few decades against a backdrop of more effective financial oversight, stronger corporate balance sheets, changes in consumption, and increasing leadership in technological innovation. This is helping to build economies that are now home to some of the world’s most innovative companies and a wealth of compelling investment opportunities. Leveraging our extensive on-the-ground resources and integrated global investment team, Franklin Templeton Emerging Markets Equity’s experienced, and tenured team seeks to capitalize on this economic growth potential. Here, our team explores these opportunities and how we are charting the course ahead.
Franklin Templeton Emerging Markets Equity Stewardship Report
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