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Asia: The Early Innings of Innovation?
by Michael Oh of Matthews Asia, 1/18/23

Portfolio Manager Michael Oh, CFA, reviews what he seeks out in innovative companies and why he thinks Asia may be in the early innings of innovation in more than technology.

Uncapped Innovation
by Michael Oh of Matthews Asia, 9/20/22

Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds.

Innovation in Action
by Michael Oh of Matthews Asia, 9/24/20

Innovative companies are reshaping Asia's investment landscape, as older industries recede and newer business models take their place.

Measuring Intangibles for Asia's Growth Companies
by Taizo Ishida, Michael Oh of Matthews Asia, 9/10/20

Portfolio managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

A Closer Look at China's Economic Resilience
by Andrew Mattock, Winnie Chwang, Tiffany Hsiao, Michael Oh of Matthews Asia, 6/19/20

As the global economy slows, we remain optimistic about the long-term growth potential of Chinese equities. From a public health perspective, China has flattened its curve of new cases COVID-19. Fiscal and monetary stimulus, while incremental, remains supportive. Interest rates remain positive, giving China's central bank room to maneuver.

Asia's Productivity Boom
by Lydia So, Michael Oh, Beini Zhou of Matthews Asia, 10/3/19

As Asia’s private sector uses capital and labor more efficiently, economic growth rises.

New Chapter for Korea Peninsula After U.S.-North Korea Summit
by Michael Oh of Matthews Asia, 6/13/18

Matthews Asia Portfolio Manager Michael Oh says South Korea’s economy may benefit from closer ties to North Korea, but costs and risks remain.

South Korea 2.0
by Michael Oh of Matthews Asia, 11/20/15
Some key differences between Korea’s older companies and its newer “2.0 firms.” include their target demographics, regional reach and branding tied to rising interests in Korean pop culture, or K-pop. Whereas the products of Korea’s more traditional and longer-standing exporters were geared toward developed economies, its newer cultural exports are a hit with more developing countries. This month Asia Insight explores such cultural exports, including those from industries as travel & leisure and entertainment, which are growing even faster than Korea’s overall export growth.

Asia Insight: Online to Offline—The Great Technology Migration
by Michael Oh of Matthews Asia, 7/25/15
Asia has demonstrated an uncanny ability to leapfrog certain technological developments, making much quicker transitions to new technologies than Western countries: jumping from fixed line to wireless communications and moving away from desktop devices to mobile devices. Now, the latest interesting instance of technology leapfrogging that is happening in Asia is dubbed “Online-to-Offline,” commerce, or O2—an e-commerce model that combines offline opportunities with online platforms. Asia Insight explores.

Asia's Evolving Science and Tech Space
by Michael Oh of Matthews Asia, 1/17/14
The main growth drivers of Asias science and technology industries are changing to become more domestically driven and service-oriented. These changes are happening as rising disposable income enables more Asian consumers to embrace new technologies.

Asia's E-Commerce Evolution
by Michael Oh of Matthews Asia, 4/12/13
Korea and Japan have been trailblazers in terms of making the virtual marketplace platform, through which merchants and manufacturers of all sizes can sell goods to consumers, an e-commerce model in Asia. Unlike in the U.S. and Europe, where many retailers sell directly to customers from their own websites and handle the details of commerce themselves, most Asian e-commerce takes place on megasites or virtual markets.

The Ascent of South Korea
by Michael Oh of Matthews Asia, 7/11/12
One country in Asia that seems to attract less attention than it might deserve, considering its modern-day achievements, is South Korea. While index provider MSCI this year (once again) left South Korea classified as an emerging market, both FTSE and Standard & Poors have placed Korea in the developed market camp for several years now.

Digital Content in Asia
by J. Michael Oh of Matthews Asia, 2/17/12
Most companies I met with were still cautious over the years outlook, which was evidenced by unusually low inventory levels going into the Chinese New Year holiday shopping season. Smartphone sales, however, continue to be one bright spot for markets in Asia. While second-generation mobile handsets still dominate the regions markets, 3G phones and smartphone sales have been taking off in some economiesmost notably in Asias more developed countries, with Singapore showing the highest smartphone penetration rate in the world (at over 50%), followed by Hong Kong.

Cross Selling in Asia
by Michael Oh of Matthews Asia, 3/11/11
I recently spent about two weeks in Asia, primarily visiting technology-related companies in Beijing, Seoul and Tokyo. It was nice to be able to contrast these firms in the context of the three capital cities?each at distinctively different stages of their development. Even the difference in air quality levels was visibly evident. While traffic in Beijing wasn?t as bad as I had feared following the recent lunar holiday, it was obvious that China?s automobile culture has taken off, and air quality has suffered as a result. Japan, on the other hand, seemed the most orderly and clean.

Postcard From Korea
by J. Michael Oh of Matthews Asia, 10/8/10
Already a popular destination for Japanese tourists for many years, Korea is now also becoming a top destination for Chinese travelers. Affluent Chinese buyers are attracted to the island not only for its clear waters and calm weather but also for its proximity to China - a 90 minute plane ride from Beijing. If Korea can restyle itself as a premier travel destination, a strong tourism industry could significantly benefit the Korean economy. Tourism is already a major industry in many other countries and can be another source of growth for Korea in the future.
15 results found.