Robert Horrocks, PhD, Chief Investment Officer, Matthews Asia
Holds less than 10% in direct China exposure
Big plans for EMEA region
Globally, approximately $5.5trn of bonds trade with negative yields and nearly one quarter of the world's GDP comes from countries with negative interest rates.
China and Africa funds to be merged away
Authorities clamping down
Follows hires from Everest Capital
Portfolios becoming increasingly concentrated