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Franklin Templeton Sees Resilience in Emerging Markets and Unique Opportunities in Japan
Finance · Major Banks · economic_daily · 2026-11-02
Franklin Templeton analysts remain bullish on AI-driven growth in emerging markets and highlight the undervalued potential of Japanese banks amid governance reforms.
What Happened
AI Market Outlook: Franklin Templeton notes that despite recent volatility in AI-related stocks, the long-term trend remains intact with AI spending expected to double over the next five years. This sustained investment will continue to benefit the AI infrastructure supply chain in emerging markets and create new opportunities in downstream applications.
Emerging Market Growth: Emerging markets are evolving beyond simple cyclical followers of developed economies, now playing pivotal roles in technological innovation and industrial transformation. The structural growth story in these regions remains robust and offers diverse investment potential.
Japan Investment Case: Beyond the semiconductor supply chain, Japan presents unique opportunities driven by the normalization of economic and monetary policies. Ongoing corporate governance reforms are broadening profit growth across various sectors, making the market increasingly attractive.
Banking Sector Potential: The profitability of major Japanese banks remains undervalued by the market. As these institutions unwind cross-shareholdings and increase shareholder returns through dividends and buybacks, these actions are expected to serve as significant catalysts for share price appreciation.
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