China’s small caps are telling a completely different story than larger companies, but they are under-analysed and face-to-face due diligence is required, said Tiffany Hsiao, lead manager of Matthews Asia China Small Companies Fund.
Tag: Matthews Asia
Foreign firms peck at China’s $9trn bond market
Despite the inclusion of onshore bonds on some global indices, portfolio managers have taken minimal exposure to the onshore bond market, citing the payment settlement issue as a key obstacle.
Bull and Bear: Chinese banks
Two CIOs, Pictet WM’s David Gaud and Matthews Asia’s Robert Horrocks, share their contrasting views on China’s banks.
Matthews bullish on shift to Asia brand names
Asia consumer brands have historically been second choice after the multinational products, but in the last couple of years local names have been gaining market share and have become attractive investment plays, according to Robert Horrocks, CIO of Matthews Asia.
Matthews Asia: EMs lure investors into a value trap
Relatively low EM valuations should be a reason to rethink EM investment, said Matthews Asia’s client portfolio strategist David Dali.
Matthews Asia: Why Asian high-yield debt could shine
Selective opportunities in Asian high-yield could deliver attractive risk-adjusted returns, even amid rising US interest rates, argues Teresa Kong, portfolio manager at Matthews Asia.
China bull Rothman: Doomsayers have got it wrong
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
The hunt for Chinese dividends
Sherwood Zhang, co-manager of the Matthews China Dividend Fund, finds wide variance among sectors that pay dividends and those that don’t.
The rise and rise of Asia’s consumers
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Matthews Asia on India: Event sponsor video interview
Sunil Asnani, portfolio manager at Matthews Asia, who runs the firm’s India strategy, answers three questions about India equities.
