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Macroeconomic statistics are easy-to-use guideposts, but just because everyone looks at something one way doesn’t mean it’s the best way. Such is the case with wage trends in Japan which we think are a bit better these days than what headlines may suggest. Asia Weekly explores.
The term “emerging markets” first began as an optimistic label, but now, in the minds of most investors, often seems to be followed by the word “crisis.” The phrase initially became a euphemism for “risky” or “unfamiliar.” However, once the phrase began to be used in benchmarks, it was stuck for all eternity—even if countries improved their capital markets, grew richer, and adopted many of the institutional reforms that the West wanted. This week, Matthews Asia’s Chief Investment Officer Robert Horrocks, PhD, examines the reasons why he believes it is time to think of the investment globe as split geographically, not as a split between developed and emerging.
Asia Weekly: RMB Changing Course
Almost 10 years ago, Matthews Asia Portfolio Manager Sherwood Zhang changed tack in his career. This week, he explores the turns taken both in his career and the related path of China’s renminbi policy.
Not long ago, an eastern coastal province in China—widely known for its dominant economic role of the private sector—had a mark against it precisely because of this dominance. Zhejiang Province had suffered a credit crisis in 2011 when informal credit markets in the province seized up. Numerous companies teetered on the verge of bankruptcy before the local government stepped in to save it from collapse. The province then began to develop more lucrative domestic opportunities in the services sector. This week, we examine the lessons to be learned from Zhejiang’s growth rebound. 
China’s media market appears quite underdeveloped in terms of private enterprise. Take sporting events, for example. In China, where media remains strictly controlled, authorities simply have not allowed the development of a private media industry that is able to devote as many resources to growing the sports and entertainment industries that are blossoming.
Matthews Asia Portfolio Manager Robert Harvey, CFA, offers his on-the-ground observation following a recent trip to Myanmar.
Asia Weekly: Race for Inclusion
Index provider MSCI recently decided not to include Chinese A shares in its annual review for its emerging markets index. Pakistan and Vietnam are two other markets clamoring to be part of the same index. Since when did the label of “emerging market” become so coveted among Asian governments and regulators? 
Asia Weekly: China Market Update
China’s equity markets have steadily declined for weeks, raising a torrent of questions and concerns. Given that China accounts for more global growth than the U.S., Europe and Japan combined, this week Andy Rothman, Investment Strategist at Matthews Asia, answers some of your most pressing questions.
Many infrastructure projects in India are mired in the approval process due to issues with regulatory clearance, unavailability of raw materials, and such factors as fuel supply problems. Fortunately, a government organization known as the Project Monitoring Group, has made some headway in creating better efficiencies through transparency online.
Asia Weekly: Postcard from India
India’s rainfall outlook: the most critical global weather forecast
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