CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
A China ‘Recovery’: How important is the loss of confidence within China itself?
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.
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.
In the second part of our series on global supply chains, portfolio managers Inbok Song and Peeyush Mittal examine the regions and countries that may benefit from industries and companies shifting operations.
In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.
Andy Rothman provides his assessment of the Biden Administration’s executive order on certain investments in China.
Is it vogue to be pessimistic about China’s economy? Andy Rothman explores.
Korea has emerged as a global powerhouse in many industries. Read Portfolio Managers Elli Lee and Sojung Park’s latest on how Korea continues to create new opportunities for investors.
CIO Robert Horrocks, Ph.D., says peaking interest rates may strengthen the case for quality growth stocks in emerging markets.
Portfolio manager Shuntaro Takeuchi says Japanese equities, for so long a market of false dawns, may now be stirring up investment opportunities that finally present Japan as a long-term growth market.
India is making bold moves in ‘new energy’ and decarbonization and our recent trip reinforced our reasons to remain bullish.
Andy Rothman provides a first-hand perspective from his first trip to Shanghai and Beijing since the start of COVID in 2019.
Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.
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.
China’s economy has turned the corner, and is on a path towards a gradual, domestic demand-driven recovery. Andy Rothman outlines the reasons why China’s recovery is likely to be sustainable.
China’s economy is in the early stages of a gradual, consumer-led recovery. In this issue of Sinology, Andy Rothman outlines why China’s opportunities outweigh risks.
Portfolio manager Peeyush Mittal and research analyst Swagato Ghosh say India has a fiscal playbook to chart a path of stability and growth.
Head of Portfolio Strategy David Dali explains why it’s an opportune time to add emerging-market exposure.
More women in senior roles will support the long-term success and sustainability of emerging markets.
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.
Learn trading techniques to better control pricing when buying or selling ETFs.
Andy Rothman explains the three reasons why he’s now bullish on China after being cautiously optimistic.
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.
On his first visit to Japan since the pandemic, portfolio manager Shuntaro Takeuchi found new opportunities as well as familiar ones intact.
David Dali, head of portfolio strategy, explains how emerging markets can give investors ballast to navigate macro headwinds and position portfolios for growth.
Vivek Tanneeru, portfolio manager, sees structural and cyclical tailwinds converging for emerging markets equities.
Xi’s move to ease China’s COVID policy should reduce obstacles to normal life in the country and set the stage for a gradual economic recovery.
Now that the Party Congress is over, Xi Jinping has one big decision to make. Sinology explores.
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.
Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds.
CIO Robert Horrocks, PhD, says in order to reconcile assumptions on inflation with what might actually transpire, investors need to look through a wider lens and be prepared for a future that may not look too different from the past.
Emerging markets strategies may offer differentiated exposure for investors concerned about a slowdown in the developed world but it’s crucial that investors look at the underlying exposures of their strategy as investment approaches to emerging markets can differ significantly.
Trading ETFs efficiently can help reduce costs and minimize risk. Learn best practices from our capital markets team.
CIO Robert Horrocks, PhD, says well-managed companies, not inflation and interest-rate cycles, will determine long-term investment returns.
A challenging period for Japanese growth stocks may present a unique entry point for long-term investors.
Vietnam is a frontier market star.
Investors in China can positively influence the behavior of Chinese companies and generate attractive risk-adjusted returns in the long run.
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.
It might seem at first that everything is against emerging markets.
Despite gloomy news out of China, Andy Rothman explains why he remains optimistic about China’s road ahead.
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.
Portfolio Manager Winnie Chwang assesses the growth avenues for China small companies.
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?