Templeton Global Investments Insights

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.

In this month’s Global Equity Pulse, Templeton Global Investments poses the question: will AI stocks remain compelling—or is a bubble beginning?

Global equities appear to have successfully weathered US tariff impacts, and earnings expectations have largely recovered. Templeton Global Investments discusses what steered companies through the tariff headwinds, and how the team approaches the shifting market conditions.

Software stock performance has been mixed amid concerns of AI disruption. Providers of business-critical enterprise software or systems of record should however remain long-term AI winners due to their durable propositions. Find out more from Templeton Global Investments in the latest “Global Equity Pulse.”

With eyes on the latest quarterly results and stock valuations, Templeton Global Equity Group charts its way forward for the rest of 2025. Potential priorities include diversification beyond the US and capturing mispriced opportunities in sectors such as health care and consumer discretionary.

Templeton Global Equity Group looks at the attractive valuations, earnings growth outlook and regulatory backdrop that make European banks one of the most favored sectors today.

Health care stocks are facing elevated policy uncertainties and market pessimism. Templeton Global Equity Group favors awaiting greater clarity but has not lost confidence. Find out more about the team's update on the health care sector, plus a review of recent global market trends.

Amid uncertain times, Templeton Global Equity Group reaffirms the investment case for banks and discusses potential opportunities in the US, Europe and Asia.

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.

As US tariff uncertainty persists and earnings growth potentially slows, Templeton Global Equity Group takes a selective approach that focuses on geographical diversification and sectors less vulnerable to tariffs.

As Europe plans to spend rising sums on rearmament, research by Templeton Global Equity Group suggests regional defense companies may see improving fundamentals. Stock selection, however, remains key to identifying ideas that can generate long-term returns.

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.

Corporate reforms are well entrenched and unlocking better shareholder value in Japan, according to Templeton Global Equity Group. The team discusses its investment thesis on Japanese equities, refreshed with latest findings on the ground following a recent trip.

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.

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.

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.

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.

In this month’s issue, Franklin Templeton Emerging Markets Equity explains how markets in many regions are weathering US policy uncertainty and offers an upbeat assessment of Vietnam after a recent research visit.

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.