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Matthews Asia CIO Robert Horrocks discusses the strengths of a patient approach in turbulent times.
Asia's entrepreneurs have capital, customers and conviction. Matthews Asia Portfolio Manager Sharat Shroff, CFA, looks at the opportunity set.
For long-term investors, market volatility may offer an opportunity to allocate to China at more attractive valuations.
Asia businesses find profit in tackling ESG challenges. Matthews Asia Portfolio Manager Vivek Tanneeru looks at the opportunity set.
In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, PhD, examines the factors behind the most likely scenarios.
We explore the reasons we believe the A-share market has become more investable, including improved corporate governance and better disclosures, the ability of companies to create value for investors, company discipline around capital allocation and the fading role of state ownership in certain sectors.
Maximizing your allocation to emerging markets requires “getting Asia right.” In this issue, we make the case that an allocation of traditional EM exposure should be combined with the next generation of economic leaders. Asia Insight explores.
What are the key factors behind changes in liquidity in Asia, and what does this mean for long-term investors in the region? In this issue, we offer a guide to considering such related issues with less trepidation. Asia Insight explores.
Matthews Asia Chief Investment Officer Robert Horrocks, PhD, offers his views on how to make sense of the recent shifts in political power and what that means for long-term investors.
The opening of the Shenzhen–Hong Kong Stock Connect program is a positive step. It will allow international investors to trade nearly 900 Shenzhen-listed stocks while mainland investors will be allowed to trade more than 400 Hong Kong stocks. The plan reinforces the Chinese government’s continuous efforts to liberalize the capital account and flow of money both into and out of China.