Beijing taking on Silicon Valley for tech supremacy
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...
Number of factors considered
Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.
Active and passive categories
'Bad debt' among key issues that must be addressed
With tensions rising on the Korean peninsula, events in North Korea have been dominating the news and continue to cast a shadow on its neighbour, South Korea. What are the potential investment risks and opportunities for investors?
Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang
'Mispricings due to emotional or herd trading'
What are the biggest misconceptions investors have about fixed income investing in the current climate?
Managers from Investment Week's Fixed Income Market Focus discuss the drivers and risks for the asset class.
Improving corporate dynamics
Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.
Kenichi Amaki, Portfolio Manager, Matthews Asia
By Kenichi Amaki, Portfolio Manager, Matthews Asia