Commentary

Good Morning, Vietnam

Vietnam is a frontier market star.

Commentary

How to Invest in China Responsibly

Investors in China can positively influence the behavior of Chinese companies and generate attractive risk-adjusted returns in the long run.

Commentary

Closer Look: Postcard from Mexico

Mexico was the best-performing Latin American market in 2021 and our recent trip reinforced the reasons to remain bullish.

Commentary

Elevate Your Portfolio

John Paul Lech, Lead Manager of the Matthews Emerging Markets Equity Fund, explains the potential value that unique real estate equities can offer emerging market-growth portfolios.

Commentary

Q1 2022 CIO Review and Outlook

It might seem at first that everything is against emerging markets.

Commentary

China’s Road to Pragmatism

Despite gloomy news out of China, Andy Rothman explains why he remains optimistic about China’s road ahead.

Commentary

Trading Places

CIO Robert Horrocks, PhD, examines the ramifications of Russia’s invasion of Ukraine on China’s trade and economic strategy and the implications the conflict has for Asia’s development and markets.

Commentary

China’s Little Giants

Portfolio Manager Winnie Chwang assesses the growth avenues for China small companies.

Webinar

Investing in Uncertain Times: An Emerging Markets Perspective

The halt of Russian equity markets, the prospect of higher U.S. inflation and rising interest rates are all contributing to uncertainty in emerging markets. How should investors navigate these headwinds and what could the impact be to markets in Asia, Europe, and Latin America?

Commentary

Russia, Ukraine and China’s Western Ties

Andy Rothman, Matthews Asia Investment Strategist, and Dr. Bobo Lo, independent analyst and non-resident Fellow with the Lowy Institute, discuss how the Russian invasion of Ukraine may affect China’s relationship with the U.S. and Europe.

Commentary

The Return of Japan

Portfolio Manager Shuntaro Takeuchi explains how rising inflation and volatile markets may cast Japan as an investment haven, with a breadth of hidden value available to be tapped.

Commentary

Russia Crisis

Portfolio manager John Paul Lech and Senior Research Analyst Alex Zarechnak discuss the potential market ramifications of Russia’s invasion of Ukraine.

Commentary

Substance Always Wins Over Style

CIO Robert Horrocks, PhD, explains how inflation has brought with it aggressive shifts in investment themes but ultimately it’s the attributes of companies that determine portfolio returns.

Commentary

Evergrande, Didi and the Bigger China Story

Evergrande’s default and the delisting of Didi Chuxing should be viewed as being part and parcel of the challenges of investing in China.

Commentary

Planning for ’22 with Lessons from ‘21

In our latest issue, Andy Rothman discusses how last year’s experiences can help us plan for China’s 2022 economic prospects.