top of page

Good Opportunity to Revisit an Unloved Asset Class

Templeton Emerging Markets Investment Trust PLC (TEMIT) has experienced a difficult period of performance in recent quarters as investors have focused on the tough macroeconomic backdrop rather than on individual company fundamentals. However, managers Chetan Sehgal (lead manager) and Andrew Ness are confident in the long-term strategy of investing in companies with sustainable earnings power that are trading at a discount to their estimated intrinsic values. They believe emerging markets are under-owned and undervalued; hence, it is a compelling time to consider an allocation to the regions.

Download • 413KB

0 views0 comments

Recent Posts

See All
bottom of page