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The Hidden Dragon
by David Dali, Vivek Tanneeru of Matthews Asia, 10/12/23

Investing in China remains challenging but that doesn’t mean there aren’t opportunities. Portfolio manager Vivek Tanneeru and Head of Portfolio Strategy David Dali highlight one approach that potentially can deliver alpha generation today while positioning for a potential upturn tomorrow.

Investing in an Emerging World Order. Part 3
by Inbok Song, Sherwood Zhang, Vivek Tanneeru of Matthews Asia, 9/12/23

In the final part of our series on global supply chains, portfolio managers Inbok Song and Sherwood Zhang look at the companies that are reconfiguring their networks and portfolio manager Vivek Tanneeru gives his assessment on the investment opportunities.

2023 Outlook: The Economic Prospects for Asia and Emerging Markets
by Robert J. Horrocks, PhD, Winnie Chwang & Vivek Tanneeru of Matthews Asia, 12/14/22

On this webcast, experts from the Matthews Asia investment team will share their perspectives on where the global economy is headed and why now may be an opportune time to invest.

Looking Up
by Vivek Tanneeru of Matthews Asia, 11/25/22

Vivek Tanneeru, portfolio manager, sees structural and cyclical tailwinds converging for emerging markets equities.

Asia Lens on Global ESG
by Vivek Tanneeru of Matthews Asia, 10/17/15
For Asia’s vast, newly minted middle classes, quality of life issues are increasingly becoming front and center. Governments and regulators are increasingly tackling Environmental, Social and Governance (ESG) issues and taking these problems more seriously. For investors looking to make investment decisions based upon ESG factors, Asia represents one of the best opportunities to gain exposure to companies that can make a long-term difference to the region and the world.

Attractions of a "Walled Garden"
by Vivek Tanneeru of Matthews Asia, 6/20/14
Developments in free trade and a nurturing of open policies with relatively few barriers have helped Asia prosper for several decades now. But a restrictive walled garden environment, with tightly regulated market access, has nurtured Chinas Internet sector and helped its firms dominate in such areas as online search, games, news, e-commerce, social networking and videos. This week Vivek Tanneeru explores a study in contrasts between the Internet sectors of China and India, the worlds two most populous nations.

Bubbles Without Borders?
by Vivek Tanneeru of Matthews Asia, 11/8/13
If you are a wealthy person living in Asia, you might be tempted, with good economic reason, to look overseas to diversify your asset base. Overseas markets often offer good diversification as they are typically exposed to different economic cycles and also give exposure to different currencies. But while overseas stocks, bonds and other financial instruments all offer diversification, few asset classes seem to have the same allure as overseas propertythat is, overseas property in the right cities.

Is College Overrated?
by Vivek Tanneeru of Matthews Asia, 6/7/13
Obtaining a college degree in Asia, like elsewhere in the world, is a middle class dream. It is often considered a ticket to increased employment opportunity. But recently there has been some evidence to suggest that this is not always the case.

Roots of Economic Karma
by Vivek Tanneeru of Matthews Asia, 11/9/12
I'm a strong believer that bad governance (yes, bad) is a natural part of the process of socio-political empowerment, and one that is actually necessary at times in order for some democracies, such as India, to achieve faster economic growth. Typically, during times of great socio-political transformation economic governance takes a backseat as newly empowered segments of society view redistribution of power and patronage as the first order of business. Their attention turns to good economic governance only after they feel fully assimilated. Allow me to explain.

ChindopiaA Utopia of Sorts
by Vivek Tanneeru of Matthews Asia, 1/6/12
China, India and Indonesia have a lot in common. They represent three of the four biggest countries in the world by population and have fast-growing economies. All three were relatively unscathed by the global financial crisis and resumed rapid economic growth soon after. But they are also diametrically different in numerous ways. China has a demand deficit and India and Indonesia have supply shortfalls. China, with its low cost of capital and surplus savings, has the exact opposite problem of India and Indonesia, with their high cost of capital and a capital import dependency.
10 results found.