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In the News

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Back to Perspectives On Asia

The New York Times  August 30, 2017

Ways of Winning in a Bull Market

In this New York Times article, Michael Oh, Lead Manager of the Matthews Asia Innovators Fund, discusses how he discovers companies across Asia that are at the forefront of developing new technologies. Michael explains that one of his goals is to invest in companies that are poised to benefit from rising disposable incomes among Asia’s growing middle class. 

SupChina  March 05, 2017

Podcast: Trump and Xi Jinping: What lies ahead?

A freewheeling discussion of China policy under Trump with Matthews Asia Investment Strategist Andy Rothman. The discussion covered how the presidency of Donald Trump will affect trade, politics, the international order, currency policies, and several other sides of the American relationship with China.

Money, Riches & Wealth  February 01, 2017

Podcast: Thoughts on Asia as a Whole and China in Particular

In this podcast, Matthews Asia Investment Strategist Andy Rothman shares his views on what the election results may mean for China. Andy will also explain how China has rebalanced its economy away from a focus on exports to become the world's best consumer story.

Barron's  December 02, 2016

Matthews Asia Fund Finds Riches in Frontier Markets

While there is plenty of uncertainty in markets today, this also creates opportunities for investors with a long- term focus. In this Barron’s Asia article, Robert Harvey, CFA, shares his on-the-ground sentiment, what he is hearing from company management and his outlook going forward. 

SupChina  October 12, 2016

Podcast: Why China Bears are Wrong: An Interview with Andy Rothman

In this podcast, Matthews Asia Investment Strategist Andy Rothman shares his views on everything from the rebalancing of the Chinese economy to debt, the property bubble, the consumer story and politics.

Bloomberg  January 08, 2016

Video: What China's Markets Aren't Telling Us

In this Bloomberg segment, Andy Rothman, Investment Strategist, discusses what the Chinese markets aren’t telling us, and why we shouldn’t be so concerned over the recent selloff.

CNBC  January 04, 2016

Video: China Selloff Not a Sign of a Worsening Economy

In this CNBC video, Andy Rothman, Investment Strategist, tempers fears on what the recent selloff means for China’s economy.

WealthTrack  December 11, 2015

Video: Rothman: Perspective on China

Understanding China. Is the world’s second-largest economy in serious trouble or just experiencing growing pains? Perspective from experienced China hand, Andy Rothman, Investment Strategist at Asia focused mutual fund pioneer, Matthews Asia.

Bloomberg  October 30, 2015

Video: Why China Decided to End Its One-Child Policy

In this Bloomberg segment, Andy Rothman, Investment Strategist, discusses why China ended its one-child policy and the implications that will have on their economy.

CNBC Power Lunch  July 10, 2015

Video: Andy Rothman on China's Equity Markets

In this edition of CNBC Power Lunch, Andy Rothman, Investment Strategist, discusses the recent decline in Chinese stocks and the impact on China’s economy. 

Asset tv  June 02, 2014

Video: Andy Rothman, Perspectives on China

Andy Rothman, Investment Strategist, debunks some of the key misconceptions  investors have about the world’s second-largest economy. China’s pace of growth remains high relative to other large economies, and it is occurring from a much larger base than before. As the drivers of structural growth shift from the public to the private sector, the growing pains are real but China remains the world’s biggest consumption story.

Market Update  December 20, 2013

Video: Robert Horrocks on Dividends in Asia

When investors think about dividends, they often think in terms of yield. In this Citywire video interview, Robert Horrocks, PhD, CIO and Portfolio Manager, explains why he believes dividends play a more fundamental role in investment in Asia than just yield, and offers his views on the sustainability of growth in the region.