Commentary

Japan Elections and Market Update

On September 3, 2021, Prime Minister Yoshihide Suga announced his decision to not run in the upcoming ruling Liberal Democratic Party leadership race later this month. Portfolio Manager Shuntaro Takeuchi provides his thoughts on the current political environment and outlook for Japanese equities.

Webinar

Investing Today in Tomorrow’s Emerging Market Opportunities

Asia is the core of growth, rising consumption, and innovation within emerging markets, and now represents over 75% of the MSCI Emerging Markets Index*. Urban consumers and world class industry leaders in innovation have changed the game of investing and make it increasingly important for global investors to consider a core allocation to emerging markets.

Commentary

Fixed Income Market Update

Markets now know that the taper can be divorced from interest rate hikes. But for how long? What are your expectations on the timing of tapering?

Commentary

China’s Regulatory Announcements Part III

Q&A with Kathlyn Collins: Understanding the context of the recent regulatory announcements through an ESG lens.

Commentary

Optimizing International Allocations with Asia

Going forward, we believe that the traditional international allocation and global emerging markets deserves a rethink.

Commentary

Q2 CIO Review and Outlook

CIO Robert Horrocks, PhD, discusses the short and longer-term prospects for Asia and EM in a rising inflationary environment.

Commentary

Will Growth Overcome Value?

Over the past few months, we’ve heard plenty about the rotation to value putting pressure on growth stocks.

Commentary

Market Insights from Portfolio Manager Winnie Chwang

This Fund has a focus on China’s small companies—could you explain the investment idea behind this? Why China? Why small cap?

Commentary

Emerging Markets Equities Poised for Strong Earnings Rebound

As the economic recovery continues to broaden out, how do you see the emerging markets?

Commentary

Amid Reopening, Quality Is Key

Have market disruptions changed the types of companies you seek to invest in?

Commentary

Matthews Emerging Markets Small Companies Fund

We believe Asia is the core of growth and innovation within emerging markets, and companies domiciled in Asia comprise over 75% of the benchmark universe.

Commentary

Is This the Real Life? Is This Just Fantasy?

China’s first quarter macro results are a mix of fantasy and real life, and distinguishing between the two are important for understanding the sustainability of the post-pandemic economic recovery.

Commentary

Why China? A Macro Perspective

In this issue of Sinology, we provide a macro perspective for thinking about whether an investor’s portfolio has enough exposure to China.

Commentary

Asia’s Health Care Sector Accelerates

The region’s health care sector is setting a brisk pace for growth and innovation. Our team discusses the opportunity set.

Commentary

Q4 2020 CIO Review & Outlook

CIO Robert Horrocks, reviews a topsy-turvy 2020 and shares the reasons for his relative optimism for Asia and the emerging markets in 2021.