ROAM - Looking Past The Hang-Ups For Asia's Smartphone Industry
By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity
Despite the US-China trade war, Franklin Templeton Emerging Markets Equity's Sukumar Rajah doesn't think the opportunity set for emerging markets is lost. He explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia.
As tensions remain high over ongoing US-China trade negotiations, we recognize all eyes will be on the next development in the tit-for-tat tariff saga. Given the globalized nature of the supply chain, technology products are at the center of this dispute,