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For long-term investors, market volatility may offer an opportunity to allocate to China at more attractive valuations.
Asia businesses find profit in tackling ESG challenges. Matthews Asia Portfolio Manager Vivek Tanneeru looks at the opportunity set.
In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, PhD, examines the factors behind the most likely scenarios.
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.
Maximizing your allocation to emerging markets requires “getting Asia right.” In this issue, we make the case that an allocation of traditional EM exposure should be combined with the next generation of economic leaders. Asia Insight explores.
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.
Matthews Asia Chief Investment Officer Robert Horrocks, PhD, offers his views on how to make sense of the recent shifts in political power and what that means for long-term investors.
The opening of the Shenzhen–Hong Kong Stock Connect program is a positive step. It will allow international investors to trade nearly 900 Shenzhen-listed stocks while mainland investors will be allowed to trade more than 400 Hong Kong stocks. The plan reinforces the Chinese government’s continuous efforts to liberalize the capital account and flow of money both into and out of China.
What’s Become of Asia’s Small Caps?
In recent years, as Asia’s consumers have grown more affluent, more lifestyle-related sectors have emerged. We are encouraged to see the related rise of many new small companies and are pleased to find not only corporate mindsets becoming more open to change but also actual rapid change itself in terms of automation and industry structures. What’s changed and what hasn’t with Asia’s small-cap universe?
The terms “strategic” versus “tactical” are typically discussed in an asset allocation context. But in this issue of Asia Insight, Chief Investment Officer Robert Horrocks examines the terms as they relate to assembling portfolios. How do these terms factor in to the framework we build around potential drivers of long-term performance? And within this framework, is it possible to attribute “tactical” or “strategic” to certain market decisions?