The Geopolitics of Critical Minerals
Examine a key structural force shaping the global economy.
Insights on navigating transition and unlocking opportunities across APAC’s evolving markets.
Markets no longer move to the old rhythm of globalization. Power politics, industrial policy and the redirection of capital are rewriting the rules, and three themes in particular merit close attention.

The rules-based international order is weakening, giving way to selective cooperation and national priorities. Tariffs, subsidies and security concerns are reshaping trade, supply chains and capital flows.

As governments step back into shaping industries, investment flows are becoming more local, strategic and state-influenced. Investors must reassess diversification, risk premia, and cross-border allocation frameworks.

Asia Pacific offers structural resilience—buoyed by reform momentum, demographic tailwinds, and regional trade depth.
The region is not just absorbing capital; it is attracting it—reshaping the global investment map.
Hear from Christy Tan, Investment Strategist at Franklin Templeton Institute, about her latest paper APAC—Beyond Globalization. Explore how shifting trade dynamics, evolving supply chains and emerging growth corridors are reshaping investment opportunities across the Asia-Pacific region.
These transformations inevitably converge on trade—the backbone of the global economy. To navigate the road ahead, we outline three possible trajectories: targeted sectoral measures, broad-based protectionism, or a revival of global cooperation.
Uncertainty is the new baseline; execution is the edge. APAC’s playbook now runs from market deepening to cross-border deals and industrial upgrades. So how are APAC economies putting strategy into action?

Read our paper to understand the geopolitical dynamics of critical minerals, the strategic vulnerabilities of the West, and the emerging role of Australia as a secure and sustainable supplier in a rapidly shifting global landscape.
Contact your Franklin Templeton advisor consultant to learn more about investment strategies, solutions and services.

The APAC region offers a wealth of opportunities for investors who are willing to embrace the challenges and opportunities of these fast-changing markets and sectors. We believe that by adopting a strategic and informed approach, investors can unlock the full potential of the APAC region.

Franklin Templeton Institute explores “bull steepening” in the Treasury yield curve—and the investment implications.

Recent market volatility means it’s time for thoughtful diversification across fixed income sectors. Franklin Templeton Institute explores the investment implications and opportunities in this report.
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