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?
Andy Rothman, Matthews Asia Investment Strategist, and Dr. Bobo Lo, independent analyst and non-resident Fellow with the Lowy Institute, discuss how the Russian invasion of Ukraine may affect China’s relationship with the U.S. and Europe.
Portfolio Manager Shuntaro Takeuchi explains how rising inflation and volatile markets may cast Japan as an investment haven, with a breadth of hidden value available to be tapped.
Portfolio manager John Paul Lech and Senior Research Analyst Alex Zarechnak discuss the potential market ramifications of Russia’s invasion of Ukraine.
CIO Robert Horrocks, PhD, explains how inflation has brought with it aggressive shifts in investment themes but ultimately it’s the attributes of companies that determine portfolio returns.
Evergrande’s default and the delisting of Didi Chuxing should be viewed as being part and parcel of the challenges of investing in China.
In our latest issue, Andy Rothman discusses how last year’s experiences can help us plan for China’s 2022 economic prospects.
In this issue of Sinology, Andy Rothman explains why China’s 2022 investment environment will be defined by two competing weather patterns.
CIO Robert Horrocks, PhD, sees fascinating and surprising investment opportunities arising in the emerging markets and China next year. Fed actions to manage inflation and the ongoing challenges of the pandemic will be important factors but the performance of markets may ultimately depend on the success of well-managed companies in key sectors.
As China seeks to achieve “Common Prosperity,” companies which are aligned with the latest policy guidance stand to gain.
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.
In our latest Q&A, we explore China’s pledges, progress toward Carbon Neutrality and implication for investors.
Robert Horrocks, PhD, discusses how he navigates and invests in a challenging environment, especially in China amid recent regulatory actions.
In this issue of Sinology, we explain why it is unlikely that the recent regulatory crackdown is Chinese Party chief Xi Jinping’s attempt to roll back China’s private sector.
The recent issues with China Evergrande Group have raised concerns over the broader health of China’s real estate market, the potential risk to its financial system and, more broadly, whether this could trigger a global financial problem. In our latest Q&A, Portfolio Manager Teresa Kong, CFA and Investment Strategist Andy Rothman provide their views and insights.
Emerging markets have evolved over the last few decades. Today, Asia is the core of growth, rising consumption and innovation within emerging markets, and world class industry leaders in innovation have changed the game of investing.
India’s second COVID wave subsided in June and continues to remain at the lower level and Indian equities were a bright spot for the region, significantly outperforming Asia and broader emerging markets in August.
On September 3, 2021, Prime Minister Yoshihide Suga announced his decision to not run in the upcoming ruling Liberal Democratic Party leadership race later this month. Portfolio Manager Shuntaro Takeuchi provides his thoughts on the current political environment and outlook for Japanese equities.
Markets now know that the taper can be divorced from interest rate hikes. But for how long? What are your expectations on the timing of tapering?
Q&A with Kathlyn Collins: Understanding the context of the recent regulatory announcements through an ESG lens.
Going forward, we believe that the traditional international allocation and global emerging markets deserves a rethink.
CIO Robert Horrocks, PhD, discusses the short and longer-term prospects for Asia and EM in a rising inflationary environment.
