TEMIT: Unlocking value in global emerging markets now
2Templeton Emerging Markets Investment Trust PLC (LSE:TEM) Vice President, Senior Product Specialist Sri Chandran joined Stephen Gunnion in the Proactive studio to discuss the trust's approach to investing in global emerging markets.
TEMIT, the UK’s oldest and largest emerging markets investment trust, aims to deliver long-term capital appreciation by investing in companies across developing economies. Chandran explained that emerging markets are forecast to outperform developed markets in terms of economic growth, driven by demographic trends and consumption tailwinds, for instance.
“This is not the asset class of the past,” Chandran said, noting improvements in corporate governance, lower debt levels relative to developed markets, and the rise of innovative businesses such as technology firms powering the digital revolution.
He highlighted TEMIT’s selective, bottom-up stock-picking strategy that focuses on businesses capable of sustaining earnings power and trading at a discount. The portfolio typically holds around 80 high-conviction stocks, including TSMC and SK Hynix in semiconductors, and ICICI Bank in India, for instance.
Chandran also addressed TEMIT’s differentiators: a deep local research footprint with over 70 professionals, an experienced portfolio management team, and consistent historic outperformance of the index. The trust trades at what he described as a “triple discount”—the asset class, the portfolio, and the trust’s market price all offering value.
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