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

E-commerce Sizzles

Across emerging markets, growth in e-commerce accelerates as the pandemic reshapes consumers' shopping patterns.

Commentary

Q&A with Teresa Kong

In this short Q&A, Teresa Kong, Portfolio Manager, provides her insights on the economic impact of the coronavirus and where she sees risks and opportunities, and why the current prices could represent a once in a decade opportunity to buy Asia high yield.

Commentary

China After COVID

With the coronavirus largely under control in China, we have an opportunity to consider what the post-COVID investment environment there might look like.

Commentary

Matthews Pacific Tiger Strategy Fall Outlook: Entrepreneurial Companies Capture Growth in Asia

Amid a global pandemic and continued U.S.-China trade tensions, quality-growth companies remain strong performers. Portfolio managers Sharat Shroff, CFA, and Inbok Song discuss the opportunity set for growth investors.

Commentary

The Resilience of Cities

Across emerging markets, urban consumption provides ballast and stability to a number of sectors and industries.

Commentary

China’s Investment in Developing Economies

Emerging markets are developing richer, more consumer-led economies as China expands its infrastructure investments and trade relationships.

Commentary

Innovation in Action

Innovative companies are reshaping Asia's investment landscape, as older industries recede and newer business models take their place.

Commentary

Lessons From China

What are the lessons that can be learned from observing the Chinese economy and U.S.–China relations? Sinology explores the takeaways from five topics including China’s approach to controlling COVID-19, its economic recovery and Washington’s misguided approach towards China.

Commentary

Measuring Intangibles for Asia's Growth Companies

Portfolio managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

Commentary

Japan Election and Macro Update

As Japan considers Prime Minister Abe's successor, fiscal and monetary policy appears to be remaining stable and Japanese corporate profits are climbing back from COVID-19 impact, at least for now.

Commentary

Four China Trends

Four important trends are continuing in China: COVD-19 remains largely under control; the economy is in a V-shaped, post-COVID recovery, led by strong domestic demand; U.S.-China relations are tense and likely to worsen; but the political problems between Washington and Beijing should continue to have little impact on China's economy or its investment environment.

Commentary

China's Economic Resilience

China's V-shaped economic recovery continued for a fourth consecutive month in June, led by strong domestic demand. If COVID-19 remains under control, China can remain the world's best consumer story.

Commentary

Asia's Information Technology Leap

Software and hardware companies are supporting new forms of consumption in Asia, such as the growing popularity of online games. Portfolio managers Sharat Shroff and Inbok Song discuss the opportunity set for long-term investors.

Commentary

A Closer Look at China's Economic Resilience

As the global economy slows, we remain optimistic about the long-term growth potential of Chinese equities. From a public health perspective, China has flattened its curve of new cases COVID-19. Fiscal and monetary stimulus, while incremental, remains supportive. Interest rates remain positive, giving China's central bank room to maneuver.