Templeton Global Investments Insights

Templeton Global Investments maintains its conviction on Japanese equities in 2026, as evidence of economic normalization and broadening corporate reforms continues to build.

Lower oil prices, earnings growth and diverse opportunities in 2026: Templeton Global Investments explores these key themes in its latest Global Equity Pulse.

After two years of elections and policy upheaval, Templeton Global Investments expects 2026 to bring a period of greater stability, as the policy, macro and industry conditions now settle into a clearer framework.

Recognising growth trends as they reach an inflection point is one of the hallmarks of successful investing. One such trend is the profound transformation of the Indian consumer landscape.

Despite facing challenges in recent years, Craig Cameron of Templeton Global Equity Group believes the current environment for electric vehicles (EVs) is appealing. In this article, he explores the key supply and demand factors shaping the future of the EV sector and offers insights into where investment opportunities may be found.

The unexpected surge in non-US market performance in early 2025 can be a reminder to consider the benefits of a long-term international allocation. Templeton Global Equity Group explains the potential portfolio benefits.

Markets start the year 2025 with enthusiasm for tax cuts and deregulation under the second Trump administration, while also recognizing the risks of policy uncertainty. Templeton Global Equity Group describes their market outlook and corresponding investment ideas.

Bottom-up research must go beyond traditional metrics, as relying solely on measures like price-to-book ratios can misclassify value due to accounting issues with intangibles, especially in the software and digital services sector, according to Templeton Global Equity Group.

Despite the worst stock market selloff in Japan since 1987, the fundamental picture for Japanese equities remains unchanged, according to Templeton Global Equity Group.

The Templeton Global Equity Group draws upon the power of its global reach and local analyst presence to argue that, despite recent investor pessimism, the case for many aspects of the electric vehicle supply chain remains compelling.

Smaller companies can be considered the lifeblood of the European economy, yet small-cap stocks have lagged the broader market. Templeton Global Equity Group weighs in on why it may be time to take a look at small caps.

Investing in high-quality companies that we consider attractively valued relative to their long-term fundamentals and future earnings power may unlock enhanced total return over the long term, according to Templeton Global Equity Group.

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.

The probability of strong earnings and growth-friendly policies should make emerging markets attractive to investors in 2026, in the view of Templeton Global Investments.

Templeton Global Investments suggests the outlook for Chinese equities in 2026 is bright and are positive on the semiconductor, consumer discretionary, power equipment and biotech sectors.

Artificial-intelligence-related investment is one of the trends likely to sustain the rise of emerging market equities in 2026, as policy support also contributes to a favorable backdrop.

India is poised for earnings recovery in 2026, as supportive fiscal and monetary policies continue to underpin the resilience of domestic consumption.

South Korea President Lee Jae-Myung spoke of turning the Korea discount into the Korea premium. We believe this regime shift is real and is making notable progress, as evidenced by a confluence of policy support, corporate commitment and shareholder awareness. A comparison with Japan and the successes of its corporate governance journey further affirms our positive view.

Policy has recently had positive effects on Chinese equities, in the view of Templeton Global Investments. The group also describes potential risks in China as well as progress toward a US-India trade agreement.

Our emerging market portfolio managers provide their market views on China, India, the Middle East and Latin America.

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

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.

Franklin Templeton Emerging Markets Equity discusses recent developments in emerging markets, specifically examining the impact of tariffs on Indian exports, the resurgence of Chinese equities and potential US Federal Reserve interest-rate cuts that could benefit emerging markets.

Franklin Templeton Emerging Markets Equity breaks down the implications of tariffs in emerging markets and offers insights into some innovative tech trends in China in particular.

Emerging markets represent a unique opportunity for active investors to purchase companies with attractive valuations and sustainable competitive advantages with a pathway to higher earnings.

In this month’s issue, US tariff uncertainty continues to plague emerging markets, but China in particular has remained resilient.

Despite the headwinds from US tariffs and global trade tensions, emerging market equities are showing resilience and potential for growth. Franklin Templeton Emerging Markets Equity explores the factors driving emerging markets’ recent performance.