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22.05.26 - 08:06
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AI Capex Drives Memory Demand and Asia Tech Outlook (Bloomberg)
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Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities. (Source: Bloomberg)...
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03.02.26 - 17:48
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Ausblick auf indische Aktien 2026: Indiens Wachstumsstory: Aufbruchstimmung nach turbulenter Phase (Das Investment)
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Gewinnerholung, politische Unterstützung und eine robuste Konjunktur: Sukumar Rajah, Leiter Portfoliomanagement bei Templeton Global Investments, zum Investment-Case Indien.Indien dürfte 2026 vor einer spürbaren Gewinnerholung stehen. Eine unterstützende Fiskal- und Geldpolitik stärkt weiterhin die Widerstandskraft des Binnenkonsums und sorgt damit für ein solides Fundament für weiteres Wachstum. Sukumar Rajah, Franklin Templeton Da auch die Bewertungen günstiger werden und die US-Zollrisiken möglicherweise nachlassen, ist Templeton Global Investments (TGI) vorsichtig optimistisch, was Indiens Aussichten nach einem turbulenten Jahr angeht. Langfristig bleiben die Fundamentaldaten und......
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07.11.25 - 15:24
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Franklin Resources Q4 Results Tops Estimate (AFX)
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WASHINGTON (dpa-AFX) - Investment manager Franklin Resources, Inc. (BEN) announced Friday net income attributable to Franklin for the fourth quarter of $117.6 million or $0.21 per share, compared ......
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05.11.25 - 17:42
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Earnings Drive Markets, Not Valuations: Dudley (Bloomberg)
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Franklin Templeton Senior Investment Strategist Katrina Dudley discusses the pullback in stocks, concerns over valuations and earnings expectations with Bloomberg's Dani Burger on 'Bloomberg Brief.'
(Source: Bloomberg)...
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01.10.25 - 19:18
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State Street & Franklin Templeton CEOs on Market Outlook (Bloomberg)
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Yie-Hsin Hung, CEO, State Street Investment Management and Jenny Johnson, President & CEO, Franklin Templeton discuss promising investment opportunities and the biggest risks facing global markets today with Bloomberg's Francine Lacqua at the Bloomberg Women, Money & Power 2025 event in London. (Source: Bloomberg)...
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14.08.25 - 06:54
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What Tencent Results Say About China Corporate Outlook (Bloomberg)
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Chinese tech giant Tencent's quarterly revenue jumped 15%, beating analyst estimates. Nicholas Chui, senior vice president and portfolio manager at Franklin Templeton, says the company's advertising growth reflects improved outlook by corporates. He also expects the AI monetization story to play out in the coming quarters. He speaks on "Bloomberg: The China Show." (Source: Bloomberg)...
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24.07.25 - 00:42
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′Bullish Outlook Is There′: Franklin Templeton′s Dudley (Bloomberg)
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Franklin Templeton Senior Investment Strategist Katrina Dudley says good economic momentum supports stock market broadening and the market's resilience in face of bad news gives us confidence. She speaks with Vonnie Quinn and Scarlet Fu on “The Close.” (Source: Bloomberg)...
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