Kenichi Amaki, Portfolio Manager, Matthews Asia
Currency gains added to performance
Region offering 'compelling valuations'
Looking at the largest, most liquid banks
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Will continue to run Asian Total Return fund
Political stability crucial
Commodity markets have reached an inflection point