Under 35s in India – that’s 2½ times the entire population of the United States1.
This offers companies immense growth potential.
Is it Time to Rethink Emerging Markets?
Emerging markets have come a long way since Franklin Templeton launched the first fund of its kind over 30 years ago—but many investors have outdated perceptions. The implications are serious. Underestimating these countries means overlooking some of the fastest-growing economies in the world.
Here Are Three New Emerging Market Realities:
- Growth
- Leaders in Global Innovation
- Exceptional Opportunities
Growth
Are You Tapping Into This Growth Potential?
Forecasting the future of global economies is challenging. It's important to recognise that data from the International Monetary Fund (IMF) represents predictions, not guarantees of returns, which could vary. However, emerging markets are currently driving 65% of global growth** and the charts show how they are expected to continue outpacing more developed nations and the global average in the years ahead.
Given this forecast, it’s worth considering whether your portfolio is positioned to capitalize on the potential opportunities in these rapidly growing markets. Are you ready to benefit from this growth potential?
Source: IMF World Economic Outlook, October 2025
Leaders in Global Innovation
Quality
Not the asset class of the past
- New economy now larger portion of EM vc cyclical capital-intensive Old Economy
- Less leveraged typically at sovereign corporate and household level vs indebted nature of DM
*Source: Franklin Templeton, As of October 2025.
*Source: WIPO, TIPO. As of March 31, 2024
Exceptional Opportunities
The rise and rise of emerging markets
Emerging markets are the engine of global economic growth - and the enablers of the fourth industrial revolution.
They are home to some of the most exciting investment opportunities in cutting-edge technology like AI, new media and are the beating heart of the green revolution, advancing renewable energy and battery storage systems.
And this is underpinned by advantageous demographics and a rise in youthful, digital-savvy middle-class consumers. #YourFutureIsEmerging
800 million
35% – 40%
Growth in battery demand2 over next 5 years.
Asia is also the home to the leading battery producers.
Only 10%
Retail internet penetration2 in Brazil. That’s half the level of the US and one-third of the UK and China. The fast expansion in internet availability is boosting the market opportunity
x4 growth
Digitally facilitated loans will more than quadruple2.
This is an investment opportunity that also accelerates wider economic growth.
- Source: World Bank, 2022.
- Source: Franklin Templeton.
Innovation: The Inflection Point
PM Unplugged
Local Knowledge, Global Reach
The Team Behind Templeton Emerging Markets Fund
In a sea of overlooked and under-researched companies, there’s no substitute for local market knowledge.
Our on-the-ground investment team of more than 80 portfolio managers and analysts distinguishes Franklin Templeton Emerging Markets Equity from the crowd. Investors benefit from our networks of local business contacts, access to in-person company visits and real-time response to local market events.
70+
investors
14
countries
35+
years managing EM portfolios and client solutions
