Change at Matthews; AB loses; Great Eastern gets more selection-serious; Standard Chartered outperforms; M&G and high yield; MPF pain; Share buybacks; advertising and much more.
Tag: Matthews Asia
Matthews Asia sees likely US-China deal
China could cope with a full-blown trade war with the US, but a deal is likely by year-end, argues Andy Rothman.
Why investors should think small in China
An expanding universe of small-cap companies offers a unique opportunity to tap a hotbed for innovation within a segment that for too long has been undervalued, said Tiffany Hsiao of Matthews Asia.
Video: Matthews Asia on Asian equities
Key Asian countries will have elections this year and Rahul Gupta, co-manager of the firm’s Pacific Tiger Strategy, explains how he has positioned the portfolio.
Video: FSA Investment Forum Bangkok 2019
FSA presents video highlights of the Investment Forum Bangkok on 5 March at the Inter-Continental Hotel.
FSA Investment Forum Bangkok 2019
FSA presents photo highlights of the Investment Forum Bangkok on 5 March 2019 at the Inter-Continental Hotel.
Seeking calm through China’s wild swings
Identifying the least volatile funds might spare investors from future pain as they regain their faith in the roller coaster China equity market.
The FSA Spy market buzz – 09 November 2018
Purple hires, so does JPM AM; Aberdeen Standard pinches; Sabbaticals; Fidelity markets; EVs and Fund Selectors; Franklin Templeton and EM; Buying doubts; advertising and more.
Video: Matthews Asia on Asia equities
Negative headline news about China has resulted in good A-share companies trading at low valuations, says Robert Horrocks, chief investment officer and portfolio manager.
Trade war impact overblown, says Matthews Asia
Don’t hold strong concerns about tariffs, says Robert Horrocks, chief investment officer of Matthews Asia.
