Q1 2023 Pacific Tiger Portfolio Review
Matthews Asia Portfolio Strategist, Jacob Levy and Portfolio Managers Sharat Shroff, CFA, Inbok Song and Andrew Mattock, CFA, provide an update on portfolio performance, positioning, an economic review and outlook for the region.
This commentary was recorded on April 19, 2023
SEOs are state-owned enterprises
ROE is return on equity, a measure of a company’s net income divided by shareholder equity
Capex is capital expenditures