Templeton Global Investments Insights

In this month’s issue, the outlook for global banks is starting to improve following a few difficult years. Templeton Global Investments offers its analysis of this and other market trends.

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

In this month’s Global Equity Pulse, Templeton Global Investments examines undervalued opportunities as a wave of rearmament progresses at a rapid pace.

With oil prices and energy stocks at higher level, how can investors navigate a sector driven by geopolitics and volatility? This month’s Global Equity Pulse reveals why looking beyond commodity prices to company fundamentals may be the key to unlocking value in today's uncertain energy landscape.

Templeton Global Investments is increasing its focus on opportunities in the consumer staples sector, where compelling valuations, attractive dividends and potential earnings recovery beckon.

For markets, the swing factor in “Operation Epic Fury” is whether escalation stays military-to-military or migrates into significant and prolonged energy + logistics disruption, according to Templeton Global Investments.

Japan is undertaking its most significant economic and corporate transformation in a generation. The likely earnings tailwind from economic normalization combined with shareholder return enhancement through corporate reforms anchor our bright outlook for 2026 and beyond.

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

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.

In the wake of DeepSeek’s emergence, Templeton Global Equity Group looks at the disruption and opportunities across the artificial intelligence value chain, from semiconductors to hyperscalers and beyond.

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.

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.

Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.

The US/Iran conflict has unnerved some investors in Indian equities, with many concerned about the risks higher energy prices pose to earnings, inflation and sentiment. However, investors should keep in mind that India’s macroeconomic vulnerability is lower than in past cycles. Templeton Global Investments examines the investment case.

The latest Emerging Markets Insights discusses companies across various sectors that have expressed cautious optimism for the second half of 2026 despite ongoing geopolitical pressures and higher input costs. Templeton Global Investments highlight what they observed at a recently attended summit.

Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.

US/Iran conflict, Trump-Xi Summit and the re-routing of goods via land are three things we’re watching in this month’s Emerging Markets Insights.

Emerging markets are continuing to evolve and change. They are transitioning from the world’s manufacturing hub to a global innovation hub.

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.

In this latest Emerging Markets Insights, Templeton Global Investments summarizes the findings from their portfolio managers’ recent visit to South Korea and presents its market review for the first quarter of 2026.

Operation Epic Fury and the impact on the equity risk premium and inflation risks, in addition to US tariffs the China National People's Congress are three things to watch in this month’s Emerging Markets Insights.

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.

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.

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

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 Franklin Templeton Emerging Markets Equity: China’s Golden Week, tariffs on India and the likelihood of a year-end market rally.