Matthews Asia

INDUSTRY VOICE: Income investors overlook Asia ex-Japan at their peril. Strong revenues indicate rising dividends should be a long-term structural trend.

The US administration appears to be targeting export-oriented entities out of China.

Country is an EM favourite

Many countries did not reflate alongside China

Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.

INDUSTRY VOICE: When President Donald Trump was elected in November 2016, investors wondered about the possible impact of U.S. protectionism on Asia and in particular China. Yet in the absence of substance behind the political rhetoric, investors in China...

US tariff threats spark market concerns

Value should emerge quickly

Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.

China is preparing to start celebrating the Chinese New Year on February 16. Along with being the year of the dog, 2018 might also be the year that innovative Chinese smaller companies come into their own, according to Tiffany Hsiao, Portfolio Manager...