Commentary

India’s Key Growth Sectors

India's economic landscape offers a tapestry of growth opportunities.

Commentary

Q1 2024 CIO Review and Outlook

At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.

Commentary

India: The Structural Growth Story and the Long-Term Investment Opportunity

India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.

Commentary

Three Minutes on India

Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

China Numbers That Count

Andy Rothman reviews data points that offer insights into the coming quarters.

Commentary

Discover Growth

Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.

Commentary

My Road Map for 2024

CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.

Commentary

Beijing Tests Our Patience

Will Beijing take the necessary steps to restore confidence in its economic policies? Sinology explores.

Commentary

Emerging Japan

Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.

Commentary

Staying the Course: Matthews Asia Dividend

Our portfolio managers field some tough questions on Matthews Asia Dividend’s performance, its positioning and what they believe are its unique strengths for investors.

Commentary

Staying the Course: Matthews Pacific Tiger

Our portfolio managers field some tough questions on Pacific Tiger’s performance, its positioning and what they believe are its unique strengths for investors.

Commentary

Why Asia Matters

CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

Confidence

A China ‘Recovery’: How important is the loss of confidence within China itself?