TEMIT identifies long-term value in emerging markets, leveraging local research to capitalize on semiconductor demand in TSMC and SK Hynix, alongside EV sector strength in BYD.
Emerging markets outperformance and semiconductor demand support TSMC's growth outlook.
AI-driven semiconductor demand and attractive EM valuations benefit SK Hynix.
China's technology and EV sector strength alongside EM recovery supports BYD.
Templeton Emerging Markets Investment Trust (TEMIT) highlights a shift in global capital as emerging markets outpace developed counterparts. Senior Product Specialist Sri Chandran cites robust earnings growth and attractive valuations in the semiconductor and EV sectors as primary drivers for long-term portfolio performance.
TEMIT points to compelling valuations, forecast earnings growth, and a downward trend in volatility as key factors making emerging markets an attractive investment case.
The trust utilizes an active, research-driven approach focused on identifying companies with sustainable earnings power and strong fundamentals while maintaining a strict discipline on valuations.