Matthews Asia

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

Valuations attractive

'Mispricings due to emotional or herd trading'