Templeton Global Investments Insights

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.

Templeton Global Investments believes international equity markets currently provide a compelling opportunity given diversification benefits, developing drivers, and discounted prices.

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.

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.

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.

The recent US trade policies introduce significant uncertainty to the global economy, including the Middle East, but there are also opportunities for international economic and earnings growth, which could outperform the United States.

While emerging markets face new obstacles from US tariffs, the situation in many regions is actually more positive. The Franklin Templeton Emerging Markets Equity team reviews recent developments and investment implications.

DeepSeek’s success and a lessening in geopolitical risks are positive for emerging markets, which still face headwinds from high interest rates and US tariff uncertainty. Read perspective from Franklin Templeton Emerging Markets Equity.

As investors consider opportunities across global equity markets, China and India both offer a combination of strong potential growth and independence from the US economic and market cycle.

The year of the snake may remind investors and policymakers in China of the benefits of remaining calm while being able to act quickly and flexibly as global trade policies change.

As Trump tariffs cause uncertainty, new Chinese consumer trends and DeepSeek’s breakthrough may offer investment potential. Franklin Templeton Emerging Markets Equity shares observations from recent on-the-ground research.