Franklin Templeton

Conditions have been ripe for Southeast Asia’s e-transformation, and COVID-19 has acted as an accelerant, according to Claus Born and Yi Ping Liao of Franklin Templeton’s Emerging Markets Equity team. They see three secular growth opportunities that stand out for investors:  e-commerce, fintech and gaming. COVID-19 has fast-tracked internet adoption in Southeast Asia, similar to […]

Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started. As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started. He […]

Evan McCulloch, Senior Vice President, Director of Equity Research Evan McCulloch, Senior Vice President, Director of Equity Research and Jonathan Curtis, Senior Vice President, Franklin Equity Group, shared the below first-hand insights and views on how the fourth industrial revolution is blurring the lines for the technology and biotechnology during a webinar last week, as […]

News Michael Hasenstab, Ph.D. Chief Investment Officer, Templeton Global Macro Thailand October 26, 2020 – After a surge of summer optimism, global financial markets have appeared to cool with the arrival of fall. Risk- asset rallies in the United States and Europe have recently shown signs of reaching their limits, as equity prices have pulled back from […]