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.
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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.
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.
Two CIOs, Pictet WM’s David Gaud and Matthews Asia’s Robert Horrocks, share their contrasting views on China’s banks.
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.
Relatively low EM valuations should be a reason to rethink EM investment, said Matthews Asia’s client portfolio strategist David Dali.
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.
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Sherwood Zhang, co-manager of the Matthews China Dividend Fund, finds wide variance among sectors that pay dividends and those that don’t.
Rising household wealth is transforming Asian economies and creating opportunities for global investors, according to Sharat Shroff, portfolio manager at Matthews Asia.
Sunil Asnani, portfolio manager at Matthews Asia, who runs the firm’s India strategy, answers three questions about India equities.
Part of the Mark Allen Group.