Three emerging Asian markets to invest in
Professional investor Chetan Sehgal of Templeton Emerging Markets Investment Trust tells us where he’d put his money

We employ a bottom-up, research-driven approach focused on identifying long-term sustainable earnings power at a discount to intrinsic value. Market and sector weightings are a result of our bottom-up stock selection process, and we always seek to ensure the portfolio is appropriately diversified. Our portfolio construction process aims to build a research-driven, high-conviction portfolio primarily powered by company-specific factors and focused on the long term.
In addition, we focus on being responsible and practising effective stewardship. Stewardship is not just about making responsible investment choices. It also involves engaging with investee companies and other key stakeholders who can help us solve corporate governance problems, as well as the pressing social and environmental challenges of our time.
Three emerging Asian markets to invest in
Tencent Holdings
Subscribe to MoneyWeek
Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Sign up to Money Morning
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
Tencent Holdings (Hong Kong: 700) is the largest gaming, entertainment and communication platform in China. It is a major player in online games; non-gaming value-added services, such as the provision of video, music and live-streaming; digital advertising, financial technology (fintech) and other businesses, such as cloud computing. The company is a key beneficiary of artificial intelligence (AI) across its businesses. Tencent has built its own ecosystem and has a strong relationship with its users via WeChat, one of China’s most popular apps. With more than 1.3 billion users worldwide, WeChat has been transformed from being an instant messaging app into becoming a platform that can enable everything from making payments and playing games to ordering food and booking flights. The company seems to have adjusted well to the changing regulatory environment and slowing Chinese economy and continues to deliver strong cash flows, albeit at a much slower pace of growth. Tencent has also made significant public and private investments in China and globally. Trading at attractive valuations, the company has been buying back shares, which further enhances earnings per share.
Doosan Bobcat
Doosan Bobcat (Seoul: 241560) is a South Korea-based compact-equipment and industrial-vehicle manufacturer. Its product range includes loaders, excavators, mowers, and forklifts. The owner of Bobcat, the leading compact equipment brand in the United States, Doosan Bobcat is a key beneficiary of growth in construction activity in the country. The company has been bolstering the competitiveness of existing products and adding new ones to its range, with a focus on innovation, including electrification, automation and connectivity. It receives about 25% of its revenues from demand for replacing machine parts and attachments. Large free cash-flow generation provides Doosan Bobcat with a buffer to withstand any volatility.
Samsung Life Insurance
Samsung Life Insurance (Seoul: 032830) is the largest life-insurance and leading health-insurance company in South Korea. Its strong brand recognition and leading market share in the insurance sector allows it to derive premium income from annual sales and customers’ renewals, resulting in a steady earnings stream. With ownership interests in other key Samsung Group companies, including Samsung Electronics and Samsung Fire & Marine Insurance, Samsung Life Insurance provides exposure to these companies at a discount to their market value. With the semiconductor cycle bottoming out, and expectations of a recovery this year driven by AI-induced demand, exposure to Samsung Electronics should also contribute to Samsung Life’s share-price performance. An improving dividend payout should further enhance shareholder value.
This article was first published in MoneyWeek's magazine. Enjoy exclusive early access to news, opinion and analysis from our team of financial experts with a MoneyWeek subscription.
Sign up for MoneyWeek's newsletters
Get the latest financial news, insights and expert analysis from our award-winning MoneyWeek team, to help you understand what really matters when it comes to your finances.
-
Which investments can I hold in a stocks and shares ISA – and which ones are banned?
HMRC has a list stating which investments are allowed in ISAs, but sometimes investors, and even ISA providers, get confused by the rules. Here’s what you need to know when picking your investments.
By Ruth Emery
-
Review: Andronis Minois and Andronis Arcadia – two Greek island idylls
Travel Andronis Minois on Paros and Andronis Arcadia on Santorini are two beautiful, authentic hotels on two different islands in Greece
By Nicole García Mérida
-
Out of America's shadow: Why Trump's tariff chaos may be good for non-US stocks
Opinion Upending global investment and trade could benefit other countries at the expense of the US market, says Cris Sholto Heaton
By Cris Sholto Heaton
-
BP's 'long, painful decline' – and why next year could be even tougher
Opinion Long-suffering shareholders in oil giant BP have been pushing for change. It won’t come soon enough, says Matthew Lynn
By Matthew Lynn
-
Investment trusts tap the profits in exotic and obscure global markets
Opinion Peter Walls, manager of the Unicorn Mastertrust fund, highlights three investment trusts as he shares where he'd put his money
By Peter Walls
-
Falling revenues and mounting debt spell trouble for Jumia Technologies
Struggling African e-commerce platform Jumia Technologies looks headed for the exit, says Dr Matthew Partridge.
By Dr Matthew Partridge
-
Next reports £1 billion in annual profits for the first time – what's next for the retailer?
Clothing retailer Next has become only the fourth member of its sector to surpass £1 billion in annual profits. What does this mean for the company's future?
By Dr Matthew Partridge
-
Best of British bargains: cash in on undervalued companies in the UK stock market
Opinion Michael Field, Chief Equity Market Strategist, EMEA, Morningstar, selects three attractive UK stocks where he'd put his money
By Michael Field
-
Building firm Keller presents low debt and ample scope for growth
Geotechnical contractor Keller, which supports vital global infrastructure, boasts rising profits and a cheap valuation
By Dr Mike Tubbs
-
PZ Cussons share price down 75% in last decade – why it's one to watch
Opinion Once-strong consumer-goods business PZ Cussons is out of favour with the market. That spells opportunity for investors, says Jamie Ward
By Jamie Ward