Matthews Webcasts

Good corporate governance is essential for the sustainable development of a company and the health of an economy. As capital markets in Asia have grown, so too has the attention investors pay to the actions of companies and the commitment they make to maintaining high standards of corporate governance. A combination of government and corporate policy reform has seen an increase in corporate governance standards across Asia. In our upcoming webcast, four of our Portfolio Managers will give their perspective on this important development and discuss how they incorporate an assessment of corporate governance into their investment decisions.

Matthews invites you to join us for a Portfolio Manager Roundtable during which we will reflect on the major events of the year and take a closer look at what investors should focus on in this lower growth environment. With so much macro uncertainty— from expectations of monetary policy to valuations—many investors are paying ever greater attention to quality, yield and corporate governance. But what else really matters in the current environment and what doesn’t?

During the webcast, our portfolio managers will present their views, be on hand to answer your questions and in particular, offer insights into factors that may impact some of our equity and fixed income strategies in 2013.

Continued economic uncertainty among developed countries has led to strong flows towards emerging markets and investors asking “what are the emerging opportunities in Asia?”

As bottom-up investors in Asia, we look for quality in growth by focusing on understanding companies and the industries in which they operate.

In our upcoming webcast, our portfolio managers will share their thoughts on how Matthews thinks about Asia’s newly rising economies, emerging industries and new business models.

During the first half of the year, continued media coverage about the sluggish U.S. recovery, debt problems in the Eurozone and concerns over China's slowing growth dominated macroeconomic news as investors anticipated a pullback in the markets. Despite this short-term noise, we remain confident in the long-term growth of Asia.

The following Portfolio Managers will share their thoughts on these and other developments in the region, as well as our strategies for investing in the region:

Robert Horrocks, PhD
Matthews’ CIO and Portfolio Manager, Matthews Asian Growth and Income Strategy

Jesper Madsen, CFA
Matthews Asia Dividend and China Dividend Strategies

Sharat Shroff, CFA
Matthews Pacific Tiger and India Strategies

Taizo Ishida
Matthews Asia Growth and Japan Strategies


This webcast is offered to investment professionals only. It will reflect the opinions of Matthews International Capital Management, LLC. These opinions are not to be construed as investment advice. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Matthews does not accept any liability for losses either direct or consequential caused by the use of this information.

© 2012 Matthews International Capital Management, LLC