Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)

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, causing concern among some emerging market investors. Some commentators have suggested US President Donald Trump’s decision to delay an increase in tariffs on some Chinese goods until December was based on a reluctance to see prices increase for mobile phones, laptops and video game consoles in the run-up to the US holiday season. However, US-Chinese tensions are not the only issue facing the technology sector.

Franklin Templeton Emerging Markets Equity’s Sukumar Rajah explains how a saturated smartphone market could create innovation opportunities in emerging market countries in Asia. READ MORE

Similar Posts:

• Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
• No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
• Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)
• Asia at a Crossroads: Demographics, Economics & Investment (State Street)
• The Spoils of Trade War: Asia’s Winners and Losers in US-China Clash (SCMP)
• Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
• Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
• Table: Earnings Surprises in Emerging Market Asia (BlackRock)
• The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
• India and Indonesia are Better Positioned to Survive Rising Oil Prices (CNBC)
• Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
• Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)
• Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)
• Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
• Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)