Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
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