Tech Trends And More In 2022 And Beyond
By Chetan Sehgal, CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness. They say resilient technology demand is a multiyear tailwind for emerging markets. Key Takeaways The pandemic has given digitalization in emerging markets (EMs) a permanent uplift. The consumer internet industry has so far led the way in digital transformation, though we have also begun to see industrial internet applications take off as manufacturers tap innovation to raise productivity.