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This week we chat with Matthews Asia Portfolio Manager Tiffany Hsiao on the latest changes in China’s small company environment, and her penchant for the underdog.
The outward-facing image of the Philippines has been dominated by that of its tough-talking leader, but domestically, President Rodrigo Duterte enjoys a high approval rating as he takes a heavy hand to reforms.
Slow consumer growth in Indonesia has posed a conundrum for policymakers. Inflation has been relatively benign, employment is up and monthly wages have risen. So why are spending levels sluggish in one of the world’s most populous countries? Matthews Asia takes a look at demand outside of Java.
How are European investors these days feeling about Asia? CIO Robert Horrocks offers his reflections
Fueled by renewed strength in exports, Malaysia is seeing foreign investors back in force, with strong foreign net inflows and even local investors starting to get in on the action.
South Korea’s young democracy has successfully withstood months of political turmoil, which concluded recently with the election of President Moon Jae-in as its new leader. What can investors expect next?
Koreans now embrace a notable level of civic activism for such a young democracy. This should bode well for the future of improved reforms in terms of corporate governance and transparency.
With investment growth accelerating and private consumption well-supported by overseas remittances, the Philippines is finding itself in something of sweet spot now. Consumer confidence is high while household leverage is low, but some constraints still remain.
Several measures are under way to improve ASEAN’s infrastructure and transportation woes.