TDF
Templeton Dragon FundTDF
TDF
About: Templeton Dragon Fund Inc is a closed-end management investment company. The fund seeks long-term capital appreciation by investing majority of its total assets in equity securities of China companies. It invests in various sectors such as gas & consumable fuels, auto components, banks, beverages, communications equipment, healthcare equipment & supplies, restaurants & leisure, household durables and many others.
0
Funds holding %
of 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
15% more funds holding
Funds holding: 39 [Q3] → 45 (+6) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
3.52% less ownership
Funds ownership: 69.59% [Q3] → 66.07% (-3.52%) [Q4]
11% less capital invested
Capital invested by funds: $160M [Q3] → $142M (-$17.4M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for TDF.
Financial journalist opinion
Based on 3 articles about TDF published over the past 30 days
Neutral
Business Wire
4 days ago
Templeton Dragon Fund, Inc. (“TDF”) Announces Distribution
FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Templeton Dragon Fund, Inc. (NYSE: TDF) today announced a quarterly distribution from net investment income of $0.10 per share, payable on March 31, 2025, to shareholders of record on March 17, 2025 (Ex-Dividend Date: March 17, 2025). The Fund's Board of Trustees (the “Board”) has authorized a Managed Distribution Plan (the “Plan”), under which the Fund will make quarterly distributions to shareholders at a fixed rate of $0.10 per share. The Plan aims to.
Positive
Seeking Alpha
1 week ago
TDF: Buy Chinese AI Companies At A Discount
Chinese tech stocks have surged due to the DeepSeek AI engine, boosting the Templeton Dragon Fund Inc. by over 26% despite China's sluggish economy. The fund's large structural discount to NAV, currently at -16%, is expected to narrow as underlying holdings improve and share repurchase programs are implemented. Templeton Dragon Fund's initiatives, including a share repurchase program and management fee reduction, aim to reduce the discount and benefit shareholders.
Neutral
Business Wire
1 week ago
Templeton Dragon Fund, Inc. Announces Board Initiatives Intended to Reduce Fund Discount
NEW YORK--(BUSINESS WIRE)--Templeton Dragon Fund, Inc. [NYSE: TDF] (“TDF” or the “Fund”) today announced initiatives of the Fund's Board of Directors (“Board”) designed to reduce the Fund's discount to net asset value (“NAV”) and benefit shareholders. These initiatives include a management fee reduction, a managed distribution plan and a share repurchase program. Management fee reduction: The Board approved a five-basis point reduction in the investment management fee that shareholders pay to t.
Negative
Seeking Alpha
2 months ago
Hang Seng Index: Transforming Into A Medium-Term Bearish Trend Despite Improving Services PMI From China
Sentiment remains fragile in China and Hong Kong stock market even China services activities have improved in December. Weak market breadth and a persistent bearish trend of the Chinese yuan since November has added to more woes to the Hang Seng Index.
Positive
Seeking Alpha
4 months ago
Where The Money Is Flowing In ETFs After China's Stimulus Package
China's stimulus plan head lead to big fund flows in ETFs. The trend towards private asset ETFs continues to gain steam.
Negative
Seeking Alpha
5 months ago
China's Data Dump Shows That Time Is Running Out To Achieve This Year's Growth Target
Data largely came in weaker than already cautious forecasts, and with a less supportive base effect, we will need to see a significant stimulus push to reach this year's growth target. Looking at the output of industrial products, we can see the clear impact of the property market decline play out.
Negative
Seeking Alpha
5 months ago
China In 3D
The Shenzhen A shares index, a bellwether of mainland Chinese equities, is down 32 percent from its 2-year high set in February of last year. China's demographic problems begin and end with its dependency ratio - the number of retirees relative to the working population.
Negative
Seeking Alpha
6 months ago
China's Stalling Credit Market Signals an Era Of Stagnation
The latest figures published by the People's Bank of China show that credit and liquidity are stalling as demand for new loans declines. Deteriorating confidence in China's prospects explains why households prefer paying down debts while companies borrow less.
Negative
Seeking Alpha
6 months ago
China's Key Growth Indicators Continue To Present A Case For Further Policy Easing
Data came in generally in line or slightly weaker than forecasts, as weak confidence continued to depress investment and consumption. New home prices fell by -0.65% MoM in July, compared to a -0.67% MoM drop in June.
Negative
Seeking Alpha
6 months ago
The Chinese Economy Is In Trouble, Here Are The Warning Signs
China has been hit with two major crises as their financial and real estate sectors collapse simultaneously. Deflation, unemployment, divestiture, and lowered consumption are affecting all levels of society, with young, urban populations affected the most.
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