Commentary

China Is Bouncing Back, but Can We Trust Its Numbers?

China's economy looks to be well on its way to recovering from the coronavirus-imposed lockdown with consumer spending, manufacturing and investment bouncing back. But can we trust China's macro numbers?

Commentary

China on the Road to Recovery

China's economy was the first to suffer the consequences of fighting the novel coronavirus and is the first on the road to recovery. After an initial cover-up and more than 3,000 deaths, China appears to have brought COVID-19 under control and laid the foundation for a gradual economic recovery, although normal activity levels may not be reached until 2021.

Commentary

Demographics Drive Japan's Innovation and Growth

Japanese growth stocks, along with global equities, experienced considerable volatility in the first quarter. Uncertainty around the coronavirus, slowdowns in global manufacturing activity and worries about dampened consumer activity related to Japan's consumption tax each impacted Japan's markets.

Commentary

Is China a Safe Haven?

After an initial cover-up and more than 3,000 deaths, China appears to have brought COVID-19 under control, just as the spread of the coronavirus is accelerating across the U.S. and Europe. With China's domestic-demand driven economy set to rebound and mainland investors avoiding the panic that has smacked western markets, its economy could put a floor under global growth and offer a safe haven to investors.

Commentary

Coronavirus and Falling Oil Prices Roil Markets; Long-Term Perspective Is Key

Long-term perspective is key as coronavirus and falling oil prices roil markets. Members of the Matthews Asia investment team share their insights and outlook amid volatile markets.

Commentary

Coronavirus Q&A

I've been fielding many questions from investors about the new coronavirus, COVID-19, and would like to share my answers with you in this issue of Sinology.

Commentary

Wuhan Coronavirus

Matthews Asia CIO Robert Horrocks, PhD, and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and its possible impact on China's governance and economy.

Commentary

A Year of Living Less Dangerously

The publication this week of the U.S. — China trade deal and the final macro numbers for 2019 should set the stage for healthy economic performance and stronger market sentiment in China in 2020, but the risk of a return to tense relations between Washington and Beijing looms over 2021 and beyond.

Commentary

The 2020 Outlook for Southeast Asia

The best environment would be moderate U.S. growth, a sideways U.S. market and a weaker U.S. dollar.

Commentary

A Disappointing Deal, and a Healthy Economy

President Trump called it “amazing,” and U.S. Trade Representative Lighthizer said the China deal is “remarkable.” In my view, however, it is merely the best trade deal in the last 36 months of Chinese history, and it falls well short of two key objectives. Because the deal sets highly unrealistic goals for U.S. exports to China...

Commentary

Troubled Times Can Give Birth to Opportunity

Asia goes into the global deceleration with already-lean companies and a valuation advantage.

Commentary

What's Next for China A-Shares Inclusion in MSCI Indices

Improvements in accessibility are expected to accelerate further inclusion in the near term.

White Paper

The Case for Greater China Exposure in Global Equity Portfolios

China has come to the forefront of investors’ minds, and has become a larger portion of global indices over the past years while dominating global headlines. We believe investors’ slow reaction to the rise of China as a global economic power creates an opportunity for investors who are willing to lead the pack.

Commentary

Completing Your China Exposure: Small Companies Help Capture China's New Growth Drivers

As China's economy continues its shift toward services and consumption, small and medium-sized businesses are accelerating this transformation.

Commentary

Stepping Back From the Brink?

A trade deal is expected when Presidents Trump and Xi meet in November, but even if the talks fail, Sinology explains why China can mitigate the impact and maintain the world’s best consumer story.