From Morningstar:

Chetan Sehgal, lead portfolio manager of the Templeton Emerging Markets Investment Trust (TEMIT), discusses the semiconductor sector’s potential for a rebound and the rise in government debt as the biggest economic risk. TEMIT focuses on companies with sustainable earning power and reasonable valuations but doesn’t believe in “forever” stocks. Sehgal is cautiously optimistic about crypto and believes diversity in fund management is essential.



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