Most advisors get exposure to China through a broad emerging market mandate. But that exposure is typically weighted to large-cap companies and what my guest today would call “stagnant, old economy” sectors such as financials. In response, many are rethinking their approach to investing in China in order to access the drivers of growth and market expansion.

David Dali is the head of portfolio strategy at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also as a proxy for portfolio managers, providing portfolio insights and analytics to clients. David has more than 25 years of investment experience in broad emerging markets.

Here is a link to the Matthews Asia web site.