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Amid Volatility, Positive Signs Emerge for Asia's Markets
by Robert Horrocks of Matthews Asia, 9/6/18

Matthews Asia CIO Robert Horrocks says Asia's markets have rebounded because of reasonable valuations.

Are Turkey's Troubles Contagious?
by Sriyan Pietersz of Matthews Asia, 8/23/18

Turkey's crisis may offer investors the opportunity to build positions in ASEAN countries and India.

The Likely Trade War Fallout in Asia
by Sharat Shroff of Matthews Asia, 8/17/18

Dispute could be a setback for productivity, affecting consumers globally.

What's Driving the Downturn in Asia's Markets?
by Robert Horrocks of Matthews Asia, 8/3/18

Matthews Asia CIO Robert Horrocks says markets may have overreacted in Asia to news of a trade war and tighter money.

Asia's Stock Valuations Open Opportunities
by Robert Horrocks of Matthews Asia, 7/19/18

Matthews Asia CIO Robert Horrocks says valuations are nowhere near as stretched in Asia as they are in the U.S.

Is China Tanking?
by Andy Rothman of Matthews Asia, 7/17/18

Chinese equities have been soft and President Trump is threatening a trade war, but earnings and margins remain firm and China is still the world’s best consumer story.

Battlefield Choices
by Andy Rothman of Matthews Asia, 7/5/18

With trade war rhetoric growing hotter, Presidents Trump and Xi still have time to head to the negotiating table.

Our Views on the U.S.-China Trade Dispute
by Team of Matthews Asia, 6/26/18

U.S.-China trade concerns have been weighing on investors. Matthews Asia examines the strength of China's underlying fundamentals, the rate of its middle class expansion and domestic consumption.

Global Markets Fret Over What the Fed Will Do Next
by Robert Horrocks of Matthews Asia, 6/21/18

Matthews Asia CIO Robert Horrocks says worries about U.S. monetary policy are not without cause.

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.

Matthews Asia Country Updates
by Team of Matthews Asia, 6/8/18

Market updates from across the region.

Asia's Stability Makes It Poised for Growth
by Robert Horrocks of Matthews Asia, 5/24/18

Matthews Asia CIO Robert Horrocks says Asia’s political and economic environment looks strong for the region’s long-term growth prospects.

Country Updates
by Team of Matthews Asia, 5/18/18

Market updates from across the region.

What a Trade War Means for Asian Bonds
by Teresa Kong of Matthews Asia, 4/12/18

Media reports have been focusing on a “trade war” following President Donald Trump’s decision to impose tariffs on up to US$60 billion in Chinese imports, targeting technology products.

Investing During a Different Rate Cycle
by Yu Zhang of Matthews Asia, 3/29/18

Amid a rise in market volatility around the world, the fundamentals for Asia equities look fairly healthy. Investors should not ignore, however, the interconnectedness of today’s global markets.

Q&A: Market Volatility Opens Opportunities in Asia
by Robert Horrocks of Matthews Asia, 2/22/18

Matthews Asia CIO Robert Horrocks says current stock valuations favor Asia amid an increase in market volatility globally.

Uncovering Opportunities in Asia's Tech Sector
by Yu Zhang of Matthews Asia, 1/5/18

Shares of some large-capitalization tech companies in Asia have delivered strong performance so far this year, driving up the tech sector weighting relative to the broader market. Do these types of stocks represent the best opportunities in Asia’s tech sector right now?

2017 Third Quarter Review
by Team of Matthews Asia, 10/31/17

Matthews Asia ended 3Q 2017 with US$31.4 billion in assets across Asia investment strategies. The investment team includes 45 members, with portfolio managers and analysts aligned by strategy.

China's A-Share Market: More Investable than Skeptics Think
by Joyce Li, Raymond Deng, of Matthews Asia, 10/5/17

We explore the reasons we believe the A-share market has become more investable, including improved corporate governance and better disclosures, the ability of companies to create value for investors, company discipline around capital allocation and the fading role of state ownership in certain sectors.

China Surprises
by Andy Rothman of Matthews Asia, 7/20/17

The Chinese economy delivered many surprises in the first half of the year, disappointing (yet again) the pundits who predicted a hard landing. Macroeconomic data published over the weekend is consistent with a healthy economy, driven by impressive wage growth and consumer spending, and supported by strong earnings growth.

Focus on Korea
by Team of Matthews Asia, 5/12/17

South Korea’s young democracy has successfully withstood months of political turmoil, which concluded recently with the election of President Moon Jae-in as its new leader. What can investors expect next?

A Look at Liquidity
by Colin Dishington of Matthews Asia, 4/7/17

What are the key factors behind changes in liquidity in Asia, and what does this mean for long-term investors in the region? In this issue, we offer a guide to considering such related issues with less trepidation. Asia Insight explores.

CIO Annual Letter
by Robert Horrocks of Matthews Asia, 1/9/17

The last few days of 2016 have receded amidst continued pain for Asia's markets. Matthews Asia CIO Robert Horrocks, PhD, reflects on the year that began with a rally in Asia's equity and fixed income markets, but it ended in a slump.

CIO Outlook
by Robert J. Horrocks of Matthews Asia, 1/6/17

Strong future growth is rooted in some basic dynamics in which Asia Pacific excels.

Brexit and Trump, a Global Trend?
by Robert Horrocks of Matthews Asia, 11/18/16

Is the election of Donald Trump the latest example, following on from the Brexit vote and the success of Bernie Sanders and non-mainstream candidates in Europe, of a global trend in demagoguery and isolationism that will sweep all in its path, including the economies of Asia?

GST in India, 16 Years in the Making
by Sid Bhargava of Matthews Asia, 8/12/16
The passing of the Goods and Services Tax (GST) Bill has been lauded as one of the biggest pieces of reform that India has seen since it opened up its economy in 1991. First proposed by the Vajpayee government in 2000, it aims to bring a raft of state and central taxes under a simplified tax code and to move from a fragmented state-focused market to a single national market.

Korea's Gentle Monster
by Elli Lee of Matthews Asia, 8/5/16
Not long ago, a colleague of mine here in our Hong Kong office came in brimming with excitement over a new pair of sunglasses she had just purchased. She was eager to show them to me and shocked that I had never heard of the brand: Gentle Monster, a South Korean luxury eyewear firm that recently opened its first flagship store in Hong Kong.

Strength in Numbers
by Rahul Gupta of Matthews Asia, 7/29/16
When investors see India's major urban areas, they see a lot of people but that does not describe the real story behind Indian demographics.

A Transition Well Underway
by Andy Rothman of Matthews Asia, 7/20/16
China's macroeconomic data for the first half of 2016 supports our view that the country is in the midst of a successful transition from a heavy industry-based economy to a consumer and services-based economy. To understand the trajectory of the Chinese economy, it is important to recognize that this economic transition is creating winners and losers. Sinology explores

The Changing Face of China's Consumer Companies
by Andrew Mattock of Matthews Asia, 7/15/16
Our recent trips to China have highlighted emerging Chinese consumer trends and their impact on Chinese corporations. We continue to see evidence of the economic shift toward consumption and services. The sheer abundance of companies in these new areas is staggering—including new entertainment companies, pharmaceutical firms and travel start-ups. And these are often not listed in Hong Kong.

Brexit Impact on China
by Andy Rothman of Matthews Asia, 7/8/16
Investment strategist Andy Rothman explores the potential impact of Brexit on China's economy, its exchange rate, and the political outlook.

Matthews Asia Perspective: Brexit
by David Dali of Matthews Asia, 6/28/16
The recent announcement affirming the U.K.’s vote to exit the European Union has many ramifications—many of which affect millions of people in a negative way. Some refer to Friday's announcement as a Black Swan event. Regardless of how the event is characterized, the fact is that the exact implications are largely unknown, the potential for a domino effect is real, governments and companies will need to re-think strategy and individuals will be impacted.

Indonesia's Policy Activism
by Sriyan Pietersz of Matthews Asia, 6/24/16
Recently, I met with a broad mix of corporations, bureaucrats and private sector commentators in Indonesia’s bustling capital city of Jakarta. The clear common thread to emerge was the increased policy activism by the Indonesian government, including one to increase tax collection—primarily by implementing a tax amnesty on undeclared/offshore assets held by Indonesians—and another to reduce commercial bank lending rates to single digits by the end of the year.

Another Perspective on U.S.-China Trade
by Andy Rothman of Matthews Asia, 6/17/16
A significant number of American workers have lost their jobs as a result of imports from other countries, including China. But building a tariff wall to block Chinese imports would not revitalize American manufacturing.

Equal Opportunity Needed
by Sherwood Zhang of Matthews Asia, 6/12/16
A little-known pastime I enjoy is browsing Chinese recruitment websites that feature job postings in China. I believe this is one of the many ways in which fundamental investors can remotely conduct due diligence on China’s economy and corporate sector. I often check to see what positions companies are hiring for, in which cities, and whether companies are indeed hiring in line with strategies that have been presented to investors by management.

"Like Us" in Asia
by Shafiq Arghandiwal of Matthews Asia, 6/4/16
Earlier this year while traveling in Asia for both work and pleasure, I had the opportunity to catch up on some technological trends I enjoy following, and to compare social media and mobile usage between Hong Kong, Thailand and the Philippines.

Couture Chinois
by Patricia Huang of Matthews Asia, 5/28/16
Just a few decades ago, a challenge to becoming a fashion designer in China was that most people equated that to being a seamstress. But in China's burgeoning world of fashion, local designers now seek to replace the mantra of “Made in China” with “Designed in China.”

Creating Value via Innovation
by Michael J. Oh of Matthews Asia, 5/27/16
Considering Asia's vast consumer market—which by 2020 is expected to have a middle class of about 1.7 billion, and its impressive spending power—the region's middle class population is significant for many reasons. It is now willing, and able, to pay a premium for pioneering, high-quality products and in recent years, we have witnessed many innovative companies meet the demand created by rising disposable incomes and improving lifestyles. All this bodes well for a virtuous cycle of further innovation.

A Bright Light on China's Reform Agenda
by Ryan Rutkowski of Matthews Asia, 5/23/16
It is easy to get lost in the daily analysis of China’s economy and lose sight of some of the less glamorous long-term reforms underway. The electric power sector is one of these areas.

Misperceptions of Thailand
by Tarik Jaleel of Matthews Asia, 5/6/16
Thailand’s rapidly greying society discourages some investors. But while its population trend may necessitate a restructuring of its economy, some short- and long-term policies can improve the country’s basic infrastructure and more quickly foster the right environment to accommodate a more sustainable governance system.

Dealing with Volatility
by Robert Horrocks of Matthews Asia, 4/29/16
There has been much concern over market turmoil recently, which begs the question: how do investors deal with volatility? Robert Horrocks, PhD, CIO and Portfolio Manager, discusses how volatility is managed at Matthews Asia.

Dividend Boost from Korea
by Michael Han of Matthews Asia, 4/23/16
With President Park Geun-hye leading the way, South Korea has received the domestic investment boost it’s needed. This week, Portfolio Manager Michael Han explains what has led to the improvement of Korea’s corporate governance and why he’s optimistic about its future.

This Should End Talk of a Hard Landing
by Andy Rothman of Matthews Asia, 4/19/16
A modest credit stimulus and a housing market rebound led to a pick-up in investment and industrial activity during the first quarter of the year, and while that should end talk of a hard landing, the gradual deceleration of China’s economic growth will continue. Growth is driven increasingly by consumption and services as rebalancing proceeds, and that part of the economy—the largest part—continues to offer opportunities for investors.

Staying the Course
by Kenneth Lowe of Matthews Asia, 4/15/16
This is an era in which central bankers influence markets to an ever greater degree, high debt levels need to be dealt with, greater fiscal policy may become more commonplace and liberalization in Asia must continue apace to ensure that the region’s prior 20 years of solid economic and institutional development is continued into the next 20. But how do investors continue to strive to find those companies that can deliver, and potentially even further enhance, their positioning during such challenging times?

A Glimpse into North Korea
by Colin Dishington, of Matthews Asia, 4/8/16
During a recent visit to Asia, I took the opportunity to join a tour to the notorious demilitarized zone that separates North and South Korea. The “DMZ” as it is more commonly referred to, is 4 kilometers wide and has served as a buffer zone between the two states since the Korean War Armistice Agreement of 1953.

Taiwan's New Status Quo
by Tiffany Hsiao of Matthews Asia, 4/1/16
During the first decade of her political career, Taiwan’s President-elect Tsai Ing-wen essentially maintained bipartisanship between the pro-unification Kuomintang (KMT) party and its rival Democratic Progressive Party (DPP). But now her election win to Taiwan’s top post sends a strong message to Beijing that cross-strait affairs may not be as smooth as they have been under KMT rule.

25 Years of Investing in Asia
by Robert Horrocks, Sharat Shroff of Matthews Asia, 3/27/16
Matthews Asia has reached a milestone in its history—25 years of investing in Asia. What have been the biggest challenges? What lessons have been learned? This month’s Asia Insight features Robert Horrocks, PhD, and Sharat Shroff, CFA, who share their thoughts on the investing disciplines they have formed in the two decades since Asia has evolved from “interesting but obscure” to a frontline asset class.

Don't Let the Name Fool You
by Hardy Zhu of Matthews Asia, 3/26/16
Why is it tough to rely on the usual screening metrics when it comes to China’s A-share market? Research Analyst Hardy Zhu offers an in-depth analysis.

Take Your Eye off the Ball
by David Dali of Matthews Asia, 3/18/16
When searching for arguments supporting the rationale for market stabilization, it is interesting to draw parallels with other periods of market stress. Asia Weekly explores.

What to Trust? Measuring the Chinese Economy
by Andy Rothman of Matthews Asia, 3/11/16
The structure of China’s economy has changed so much over the past decade that investors need to reconsider the best metrics for assessing its growth.
Results 151–200 of 534 found.