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Dear KOLLEGAL MANOHAR,

This is in continuation of our 3-part series that covers views of our US Equity
Group Institutional Portfolio Manager George Russell on the US economy, equity
markets and Franklin U.S. Opportunities Fund.

George overlooks the team managing FUSOF, which is the underlying fund of
Franklin India Feeder - Franklin U.S. Opportunities Fund (FIF-FUSOF).

We are happy to share Part 2 of the series, wherein George talks about earnings
growth over the next 3-5 years and sectors contributing to this growth. He also
touches upon the current market valuations and the new themes emerging from this
pandemic. 

Click here to view Part 2 of the series

If you missed our first mail in the series, we are happy to reshare Part 1 here.

Please stay tuned for the final part of the series. Hope you find the series
insightful.

 

Warm Regards

Shivani Gharve

Tel No: +912268570915

 

 

                                                                    

 
 

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Investors may note that they will be bearing the recurring expenses of this
scheme in addition to the expenses of the underlying scheme in which this scheme
makes investment.
 
 
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