Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Tag: Matthews Asia
The FSA Spy market buzz – 27 September 2024
Themes ETFs by ticker, China stimulus, Macquarie and the art of investing, Money out of thin air, Watch what I do, Venture Capital and AI, Wisdom from Marks and Morgan and much more.
Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Thornburg hires duo from Matthews Asia and Invesco
Jonathan Schuman and Richard Kuhn both took up the reins on 1 April, having worked at Matthews Asia and Invesco respectively.
What keeps Matthews Asia’s top performing India fund manager up at night
Matthews Asia’s Peeyush Mittal notes that the biggest downside risk to India at the moment would be a surprise Modi defeat next month.
Mutual Fund Top Trumps: Greater China – 13 March 2024
This week FSA presents a quick comparison of two Greater China funds: the Amundi China Equity fund and the Matthews Asia China fund.
Mutual Fund Top Trumps: India – 22 February 2024
This week FSA presents a quick comparison of two India funds: the Matthews Asia India fund and the Nomura India Equity fund.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
The FSA Spy market buzz – 26 January 2024
Matthews Asia’s Discovery ETF, To travel or not to travel, abrdn’s sorry tale of layoffs, Bullish sentiment versus future returns, Regrets – there are a few, Here for good and much more.
Mutual Fund Top Trumps: Asia ex-Japan equities – 23 November 2023
This week FSA presents a quick comparison of two Asia ex-Japan equities products: the Matthews Asia Small Companies fund and the Templeton Asian Smaller Companies fund.
