Portfolio manager John Paul Lech explores the defining changes of the last three years. Here he explains how he is navigating the new era of rising interest rates and financial tightening.
Portfolio Manager John Paul Lech explores the defining changes of the last three years and how they have informed his approach to the years ahead.
Emerging markets have been rattled by inflation, weakness in China’s growth and the war between Russia and Ukraine. Wave after wave of bad news came in 2022; however, there are reasons for optimism as we approach 2023. Emerging markets are resilient and better positioned than developed markets to face the uncertain environment and lead the global recovery.
Portfolio Manager John Paul Lech explains why investors in emerging markets should go upstream in order to leverage the long-term power of the EV sector.
Vietnam is a frontier market star.
Mexico was the best-performing Latin American market in 2021 and our recent trip reinforced the reasons to remain bullish.
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.
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?
Portfolio manager John Paul Lech and Senior Research Analyst Alex Zarechnak discuss the potential market ramifications of Russia’s invasion of Ukraine.
Unexpected regulatory actions in China, concerns over Evergrande’s debt restructuring and the lingering effects of COVID are just a few reasons for the volatile year in Asian markets. While growth in most of Asia and emerging markets dipped this year, there are reasons for optimism in 2022. Even with moderate growth projections, the region remains resilient and is still expected to lead the global recovery and exceed those of advanced economies.
As the economic recovery continues to broaden out, how do you see the emerging markets?
Have market disruptions changed the types of companies you seek to invest in?
Investors frequently ask us for opinions on specific countries within emerging markets. Depending on what’s in the headlines, the country might be China, India, Thailand or Mexico. Conversations that start top-down and focus on country allocation include many natural questions for those considering emerging markets.
As an unusually extraordinary year comes to a close, investors may still have many lingering questions about where the global economy may be headed. Even as the world continues to fight the pandemic, there is reason for optimism in 2021. The strength of Asia’s economies—and China in particular—are recovering and are well-positioned to set the stage for future growth.
At dinner tables throughout emerging markets, middle-class families tuck into comfort food, share details about their day and toast each other's successes. Languages and cuisines may differ, but many elements of everyday life are often quite similar.
Within emerging markets, we find companies at the forefront of important global developments, including the health care and technology sectors.
Across emerging markets, urban consumption provides ballast and stability to a number of sectors and industries.
