Edison Reviews Templeton Emerging Markets IT Potential

Edison Investment Research Limited released a report on Templeton Emerging Markets Investment Trust (TEMIT), co-managed by Chetan Sehgal and Andrew Ness. The report highlights a notable improvement in TEMIT’s performance, primarily driven by effective stock selection rather than sector or geographic asset allocation. The managers emphasize the promising prospects for emerging markets, citing above-average growth potential and favorable valuations both absolutely and relatively. They argue that emerging markets are underrepresented, undervalued, and offer compelling opportunities for global investors.