If we have learned one thing in more than 30 years of investing in continental Europe it is that it is much more important to be invested in the right companies rather than trying to make top-down calls.
We are geographically agnostic and sector agnostic, so today we see a number of good opportunities in the industrial and materials sectors, where earnings are holding up reasonably well. This may seem...
Yu Zhang's Matthews Asia Funds China Dividend retains top spot
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