Commentary

Impact of the U.S. Ban on Named Chinese Securities

On January 11, 2021, the Executive Order 13959 (“E.O.”) issued by Donald Trump designed to protect U.S. investors from financing Communist Chinese Military Companies will go into effect. In this Q&A, Matthews Asia addresses key questions on its potential impact for investors.

Commentary

Corporate Emerging Market Debt Poised to Shine in 2021

A nascent global recovery presents both risks and opportunities for fixed income investors. Portfolio Manager Teresa Kong, CFA, discusses why China dominates the universe for EM debt and why Asia may outperform the rest of EM for the foreseeable future.

Commentary

Why Companies Override Countries When Building Portfolios

Investors frequently ask us for opinions on specific countries within emerging markets. Depending on what’s in the headlines, the country might be China, India, Thailand or Mexico. Conversations that start top-down and focus on country allocation include many natural questions for those considering emerging markets.

Webinar

2021 Outlook: Can Asian Equities Lead the Way to a Global Recovery?

As an unusually extraordinary year comes to a close, investors may still have many lingering questions about where the global economy may be headed. Even as the world continues to fight the pandemic, there is reason for optimism in 2021. The strength of Asia’s economies—and China in particular—are recovering and are well-positioned to set the stage for future growth.

Commentary

CIO Outlook: Tailwinds for Emerging Markets

Tailwinds for emerging markets include strong potential for earnings recovery, as well as a weaker U.S. dollar and reasonable equity valuations. Chief Investment Officer Robert Horrocks, PhD, considers the investment landscape in his annual review and outlook.

Commentary

When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors

For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses where she's finding opportunities across Asia today.

Commentary

As Markets Rebound, Dividend Stocks Capture Gains While Buffering Volatility

Within the broader Asia Pacific universe, Portfolio Managers Yu Zhang and Joyce Li see attractive total return potential among dividend paying stocks.

Commentary

Japan's Markets Today

Equity price gains in Japan may be driven by innovation over the long term. Portfolio manager Shuntaro Takeuchi discusses the opportunity set.

Commentary

As Markets Rebound, Dividend Stocks Capture Gains While Buffering Volatility

Within the broader Asia Pacific universe, Portfolio Managers Yu Zhang and Joyce Li see attractive total return potential among dividend paying stocks.

Commentary

Biden & China: Building Back Better?

Sinology explores how U.S.–China relations can develop under President-elect Biden administration in three key phases.

Commentary

Smaller Families, Bigger Budgets

At dinner tables throughout emerging markets, middle-class families tuck into comfort food, share details about their day and toast each other's successes. Languages and cuisines may differ, but many elements of everyday life are often quite similar.

Commentary

Adaptable Companies in Emerging Markets

Within emerging markets, we find companies at the forefront of important global developments, including the health care and technology sectors.

Commentary

2020: A COVID Quarantine Odyssey

China Macro Analyst Julia Zhu returned to Mainland China in August to visit her parents, giving her a first-hand look at one aspect of the incredibly intensive program for controlling the coronavirus.

Commentary

ESG's Early Adopters

Investors often think of emerging markets as taking cues from their developed counterparts—for example, by aiming to boost consumption and to achieve productivity gains. It may come as a surprise that some emerging economies have made an earlier start in adopting environmental, social and governance...

Commentary

Japan's Markets Today

Equity price gains in Japan may be driven by innovation over the long term. Portfolio manager Shuntaro Takeuchi discusses the opportunity set.