As Matthews Asia launches an Asia ex-Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over China.
Tag: Matthews Asia
Matthews Asia’s latest fund to target Asian high yield
Active with immediate effect, the Matthews Asia Credit Opportunities Fund will seek a diverse range of income-generating openings across the Asian continent.
Matthews Asia: China’s consumption story continues
The recent rout in China’s A-shares does not reflect economic fundamentals, said Andy Rothman, investment strategist, as the country’s consumption remains healthy.
Reform aside, there’s the other India
Reform is not the only reason to invest in India, according to Sunil Asnani, portfolio manager at Matthews Asia, who looks for SMEs with pricing power.
Positive sentiment on Chinese banks ignores govt stranglehold
When the People’s Bank of China imposed a 1% reduction on the required reserve ratio – the amount of cash reserves a bank must hold – on 20 April, bringing the rate down to 18.5%, it triggered a wave of positive sentiment. However, Rothman, investment strategist at Matthews Asia, believes that the hopes of increased […]
Matthews Asia on China policy easing
The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
India investment 2015
Investors are still waiting for movement on fundamental reforms and stocks are slightly higher than the five-to-ten year average, writes Sunil Asnani, portfolio manager of the Matthews Asia India Fund.
Hong Kong protests commentary
Are Hong Kongs pro-democracy protests a threat to society? To Beijing? And could they turn violent? Will they persist indefinitely? Robert Horrocks, CIO Matthews Asia, comments.
Sunil Asnani of Matthews Asia on opportunities in the Indian market
India’s widely-anticipated structural reforms are taking the headlines, but investment opportunities are not limited to reform-linked themes, said Sunil Asnani, portfolio manager at Matthews Asia.
Matthews Asia on an awakening Japan
According to Yu Zhang, manager of the Matthews Asia Dividend strategies, Japan today represents a particularly interesting investment study for dividend investors.
