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Matthews Asia Webcasts

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  • U.S.-China Trade Talks: Interpreting Rhetoric from the G20 Summit
    U.S.-China Trade Talks: Interpreting Rhetoric from the G20 Summit
    Andy Rothman, Investment Strategist Recorded: Dec 3 2018 20 mins
    President Trump and Chinese President Xi Jinping are scheduled to meet about trade tariffs at the upcoming G20 Summit. Investors are watching closely for a resolution of the trade dispute, which has both political and economic implications. Please join us for a webcast with Investment Strategist Andy Rothman as he interprets the outcome of the historic meeting.
  • Embracing Volatility in Asia
    Embracing Volatility in Asia
    Robert Horrocks, PhD, CIO, Teresa Kong, CFA, PM, Andrew Mattock, PM, & David Dali, Portfolio Strategist Recorded: Aug 29 2018 61 mins
    The first half of 2018 was challenging for emerging markets, with rising interest rates, trade disputes, weaker earnings and Turkey and Argentina dominating headlines. While investor confidence may have fallen, we believe Asia's economic fundamentals make the region resilient and distinguish it from other emerging markets.

    Please join an exclusive webcast with a panel of industry experts from Matthews Asia for an interactive discussion on:

    •What is driving market volatility
    •Whether markets have priced in enough uncertainty
    •The state of Chinese corporate earnings
    •Where we are finding value
    •How we seek to mitigate volatility through security selection and portfolio construction
  • What the Historic Trump-Kim Summit Means for Investing in Asia
    What the Historic Trump-Kim Summit Means for Investing in Asia
    Michael Oh, Portfolio Manager and Andy Rothman, Investment Strategist Recorded: Jun 13 2018 20 mins
    As tensions appear to be easing on the Korean peninsula, a further potential catalyst for change is the upcoming summit between U.S. President Donald Trump and North Korean leader Kim Jong-Un. History indicates that such negotiations often don't bring meaningful change to the region, but could this time be different? Any kind of demilitarization and economic reconciliation between North and South Korea could have important longer term implications for investors on the peninsula and across the region.

    Immediately following the U.S.-Korea summit, please join us for an exclusive webcast with Portfolio Manager Michael Oh and Investment Strategist Andy Rothman who will discuss topics including:

    - Key takeaways from the historic summit

    - What less geopolitical risk might mean for South Korea's economy and for US-China relations

    - Whether the valuation gap for South Korea's stock market relative to its regional peers could come to an end

    - What the latest developments mean for how we invest in Asia in general and South Korea in particular
  • Capturing China’s Growth with Lower Volatility
    Capturing China’s Growth with Lower Volatility
    Andy Rothman, Investment Strategist, Tiffany Hsiao, Portfolio Manager, CFA, Sherwood Zhang, Portfolio Manager, CFA Recorded: Feb 27 2018 47 mins
    For investors interested in capturing China’s long-term growth potential, lower volatility portfolios made up of high-quality stocks may have strong appeal. Chinese equities present an intriguing total return opportunity, anchored by attractive dividend yields and improving dividend growth prospects. Meanwhile, China’s smaller companies, which tend to be less volatile than their large-cap peers, are riding a wave of innovation and are positioned to come into their own as investment opportunities in 2018.

    Please join China Strategist Andy Rothman along with Portfolio Managers Sherwood Zhang and Tiffany Hsiao as they discuss.
  • CIO Outlook: Bucking the Trends
    CIO Outlook: Bucking the Trends
    Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 9 2018 40 mins
    In 2018, will the U.S. market continue to power up on expanding margins? What would that mean for the rest of the world’s economies? Will it signal a shift among investors toward active strategies that are better able to invest down the market-cap scale? If so, then the new year may be one in which the style of portfolio flows into Asia's economies starts to change. It may also be that Asia is once again seen as a separate region from the emerging markets.

    We invite you to join Matthews Asia’s Chief Investment Officer Robert Horrocks, PhD, in a discussion about the most likely global investment scenarios for 2018.
  • 2017 Year-end CIO Review and 2018 Outlook
    2017 Year-end CIO Review and 2018 Outlook
    Robert Horrocks, PhD, Chief Investment Officer Recorded: Dec 31 2017 9 mins
    Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.
  • Is China’s Rally Sustainable in 2018?
    Is China’s Rally Sustainable in 2018?
    Andy Rothman, Investment Strategist and Andrew Mattock, Portfolio Manager, CFA Recorded: Dec 7 2017 31 mins
    Please join Investment Strategist Andy Rothman, who will provide a macroeconomic overview of China and offer his outlook for the coming year. Portfolio Manager Andrew Mattock will give his perspective on what happened in China’s stock market over the past year and give insight on what investors can expect in 2018.
  • Asia's Growth: Who Stole All the Cookies?
    Asia's Growth: Who Stole All the Cookies?
    Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Sep 12 2017 44 mins
    Asia’s markets have maintained their strong start throughout the year, yet investors still seem to be climbing a wall of worry about the sustainability of the region’s growth.

    We invite you to join Matthews Asia’s Chief Investment Officer, Robert Horrocks, PhD, for a webcast to address if the acceleration in earnings can be sustained, and if Asia’s growth can turn into equity returns. Additionally, he will discuss which countries and sectors are likely to prove resilient amidst global political and economic uncertainty and how active managers can generate attractive returns in this environment.
  • Assessing the Impact of North Korea Tensions on Asian Investments
    Assessing the Impact of North Korea Tensions on Asian Investments
    Andy Rothman, Investment Strategist and Michael Oh, Portfolio Manager Recorded: Aug 15 2017 23 mins
    We invite you to join Matthews Asia’s Michael Oh and Andy Rothman for a short webcast to discuss the potential risks and opportunities from rising tensions on the Korean peninsula.

    Investment Strategist Andy Rothman will discuss the Chinese, North Korean and American leadership perspectives and the risks for military conflict. Andy has been writing about relations between the three nations for many years and visited Pyongyang a decade ago, just prior to North Korea’s first nuclear test. He will explain why tough rhetoric is likely to create investment opportunities rather than war.

    Michael Oh, Lead Manager of the Matthews Korea Strategy, will explain how South Korean consumers and investors may respond to rising tensions, as well as discuss the impact on market liquidity and valuations. Michael also will look beyond Korea and cover any broader implications for the rest of Asia.
  • Can Asia Finally Deliver?
    Can Asia Finally Deliver?
    Matthews Asia Portfolio Managers Yu Zhang, CFA and Satya Patel, CFA Recorded: May 24 2017 50 mins
    The relative under performance of emerging markets over recent years has certainly hurt performance of globally diversified portfolios, shaking investor confidence. That said, the longer-term growth trends in Asia are still strong, and our observations on the ground point to very positive nearer-term signals. We believe this change signals a need to reassess how markets are likely to perform and to look beyond the U.S. for new sources of growth. Asia’s equity and fixed income markets not only tap into new growth opportunities but there are also solutions that can enhance risk-adjusted returns—even as rates are rising.

    Please join us for a live webcast with Yu Zhang, CFA, Lead Manager of the Matthews Asia Dividend and the Matthews China Dividend Strategies and Satya Patel, CFA, Lead Manager of the Matthews Asia Credit Opportunities and Co-Manager of the Matthews Asia Strategic Income Strategies.

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