Why Trade War Noise Is Costing Investors Billions [Forbes]
Templeton Dragon Fund, Inc. (TDF)
US:NYSE Investor Relations:
franklintempleton.com/investor/resources/lit/info/tltdf-a&role=investor
Company Research
Source: Forbes
Why Trade War Noise Is Costing Investors Billions Getty It is no secret that the growth of the middle class in Asia has been a major investment theme in recent years, spurring growth for several Asia funds seeking to invest in the region. For instance, the Templeton Dragon Fund (TDF) has seen aggressive growth over its long history—but outflows have plagued it and several other funds with Asia exposure, in large part due to trade war fears. Is this an overblown concern, or is the Asian middle class consumer no longer a viable investment thesis? A reasonable question, considering the outflow trends across Asia-focused funds, particularly ones with heavy East Asia exposure. The Morgan Stanley China A Share Fund (CAF) To understand the future of Asia growth, look to what global companies are doing in Asia. If you do that, it doesn’t take very long to realize that the Asian middle class consumer is still a solid bet for future returns. Take, for instance, Skyscanner. As a travel search en
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