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Matthews Asia Webcasts

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  • 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.
  • China to the U.S. Investor:The Reports of My Death Have Been Greatly Exaggerated
    China to the U.S. Investor:The Reports of My Death Have Been Greatly Exaggerated Robert Horrocks, PhD, Chief Investment Officer, Andy Rothman, Investment Strategist Recorded: Dec 7 2016 47 mins
    China's growth has a profound impact on the economies of Asia and securities markets around the world, and the country's economic headwinds are discussed daily in the media. Sensationalist stories are easier to submit to editors and garner a larger readership, but is there a more nuanced way of looking at the issues that may lead to better investment decisions? Join this live event to hear the key questions facing investor addressed.
  • What Does the Trump Administration Mean for Asia?
    What Does the Trump Administration Mean for Asia? Teresa Kong, CFA and Andy Rothman Recorded: Nov 10 2016 31 mins
    In consideration of recent U.S. election results, we have organized a live Q&A session to respond to your questions and offer our perspective on:

    • The impact the U.S. election results will have on Asia

    • The short and long-term impact on the markets

    • Where we see opportunities for investing within portfolios
  • Making Volatility Work for You
    Making Volatility Work for You Teresa Kong, CFA, Portfolio Manager and David Dali, Client Portfolio Strategist Recorded: Jul 18 2016 63 mins
    Is now a good time to be investing in Asia bonds and stocks?

    Recent market volatility has shaken the confidence of investors, particularly those buffeted by the relative underperformance of broad emerging markets. Where can investors look to find return to take advantage of this volatility?

    During our upcoming webcast, Portfolio Manager Teresa Kong, CFA, and Client Portfolio Strategist David Dali, will discuss:
    • Brexit and the implications on Asia
    • The case for dedicated, long-term Asian investing
    • The more recent market conditions that make this a uniquely attractive time to consider Asian investments

    Teresa and David will also answer questions you may have about investing in Asia. Please register and submit your questions to engage in this live event.
  • Why Understanding China Matters
    Why Understanding China Matters Andy Rothman, Investment Strategist Recorded: Jun 21 2016 58 mins
    China faces many challenges, from high levels of corporate debt and new home inventories to "zombie" state-owned companies and capital outflows. Will these challenges result in a hard landing, or will they contribute to gradual slower growth and greater volatility?

    These are important questions for investors because China accounts for about one-third of global growth, a larger share than the U.S., Europe and Japan combined.

    We invite you to access this webcast replay where Andy Rothman, Investment Strategist for Matthews Asia, demystified:

    - Commonly misunderstood aspects of China's economy
    - RMB devaluation and the impact of U.S.-China trade
    - Why China is the world's best consumer story

    Visit matthewsasia.com/understanding-china for more information.
  • Japan Market Correction—Does the Bull Case Still Hold?
    Japan Market Correction—Does the Bull Case Still Hold? Kenichi Amaki, Portfolio Manager Recorded: Feb 25 2016 45 mins
    As active Japan investors, we seek quality growth opportunities across the market-cap spectrum. We believe Japanese companies will continue to flourish in the current market environment— in particular those positioned to benefit from growth opportunities in Asia, Japan's corporate governance improvements and domestic growth outlook.

    During our upcoming webcast, Kenichi Amaki, Matthews Asia Portfolio Manager, will share an update on:

    -Bank of Japan's negative interest rate policy
    -Spillover concern from European banks
    -Japanese currency and current account surplus
    -Corporate savings rate and corporate profit growth

    Kenichi will also answer questions you may have about investing in Japan. Please register and submit your questions to engage in this live event.
  • Live Q&A Discussion: Matthews Asia Analysis of Market Events in China
    Live Q&A Discussion: Matthews Asia Analysis of Market Events in China Andrew Mattock, CFA, Portfolio Manager and Andy Rothman, Investment Strategist Recorded: Feb 8 2016 47 mins
    In consideration of recent news and market events in China, we have organized a live Q&A session to respond to your questions and offer our perspective on:

    -Chances of a Chinese economic hard landing
    -Health of China's banking system
    -Risks of a dramatic RMB devaluation and capital flight

    Please register and submit your questions to engage in this live event.
  • Matthews Asia Webcast: Asia Market Volatility: Up the Hill Backwards
    Matthews Asia Webcast: Asia Market Volatility: Up the Hill Backwards CIO Robert Horrocks, PhD and Portfolio Manager Kenneth Lowe, CFA Recorded: Jan 28 2016 56 mins
    During the past year, Asia has been a source of equity market volatility, but Asia has also distinguished itself from other emerging markets in its resilience and its commitment to structural reform. Given the current valuation disparity between developed equity markets (such as the U.S. and Europe) and equity markets in Asia, it is a good time to appraise Asia's strengths and vulnerabilities in the context of today's global economic environment.

    We invite you to join Matthews Asia's Chief Investment Officer Robert Horrocks, Phd, and Portfolio Manager Kenneth Lowe, CFA, for a live webcast where they will share their thoughts on conditions in Asia given current market volatility.

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