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Matthews Asia: Portfolio Manager Roundtable

Portfolio Managers: Robert Horrocks, PhD; Jesper Madsen, CFA; Sharat Shroff, CFA and Taizo Ishida
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
Jun 7 2012
63 mins
Matthews Asia: Portfolio Manager Roundtable
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  • Matthews Asia Webcast: Why China A-Shares Matter Now? Recorded: Feb 25 2015 34 mins
    Winnie Chwang, Portfolio Manager
    The Chinese A-share market grabbed headlines last year with its phenomenal near-term performance and increasing means of access for Western investors. But what does the investment landscape there look like for long-term investors?

    Matthews Asia invites you to join us for a webcast featuring Winnie Chwang, Portfolio Manager, who will provide an overview of the Chinese A-share market and the risks and opportunities it presents. She will also discuss the implications of the Hong Kong/Shanghai Connect, and the importance of bottom-up investing in these markets.
  • Asia, Looking to 2015 and Beyond Recorded: Jan 8 2015 38 mins
    Robert Horrocks, PhD, Chief Investment Officer
    During the year, reformist agendas throughout Asia have created optimism for the region--India generated plenty of excitement, China continued ahead with its reform process and several Asian economies focused on boosting long-term productivity and investment spending. What does 2015 hold in store for us?

    Matthews Asia invites you to join us for a Market Outlook webcast featuring Robert Horrocks, PhD, Chief Investment Officer, who will share his thoughts on why he believes markets in Asia are better placed going into 2015, and discuss his reasons for optimism based on secular long-term growth drivers.
  • Reforms in Asia—Opportunities and Challenges Recorded: Sep 30 2014 40 mins
    Kenneth Lowe, CFA, Portfolio Manager; Sharat Shroff, CFA, Portfolio Manager
    With reform-minded governments in place in China, India, Japan, Korea and Indonesia, there is now a renewed sense of optimism that recent policy announcements will be supportive of businesses in the region and contribute to delivering stronger economic growth over the long term.

    In our upcoming webcast, we will take an in-depth look at these reforms and what they mean for investors in Asia. We will address the importance of looking beyond the headlines and understanding the real impact reforms can have on companies at a fundamental level. We will also explain how some companies are able to sustain growth across different economic cycles and can navigate independently of changing political views.
  • Matthews Asia Portfolio Manager Roundtable Recorded: Jun 11 2014 64 mins
    Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Yu Zhang, CFA; Taizo Ishida
    Matthews Asia invites you to join us for a mid-year Portfolio Manager Roundtable. With investor concerns focused on China, we will address the issues and challenges around the sustainability of China's economy. Additionally, we will discuss Asia's political landscape, highlighting this years' India and Indonesia elections and share our interpretations on what this means to investors.

    Our Portfolio Managers will offer a review of the developments in Asia's equity and fixed income markets, and outline why they believe it is important to spend more time focusing on the micro rather than the macro.

    They will also discuss the disparity of fundamentals and valuations of companies within developed and emerging countries of Asia, and how that impacts the performance and positioning of their strategies.
  • Matthews Asia: China’s Economy―Meltdown or Slowdown? Recorded: Mar 13 2014 61 mins
    Investment Team: Robert Horrocks, PhD, CIO; Richard Gao; Winne Chwang
    China’s economy is slowing. Following a decade of export-led growth and huge capital investment, the country is now undertaking a rapid and strategic evolution from a model based on high levels of credit and investment to one based more on consumer spending and high-value services. What does this mean for the Chinese economy and the region more broadly? How will investors be impacted?

    In our upcoming webcast, the following Matthews Asia Portfolio Managers and analyst will explore the many misconceptions that linger with regard to China’s growth, indebtedness and ongoing reforms. They will also discuss the current volatility on equity markets in Asia and share their insights on what challenges the region faces and where they see possible opportunities for long-term investors.

    One hour of CFP CE Credit and one hour of non-IMCA CE Credit for CIMA designees will be available when you listen to the full length of the webcast.
  • Matthews Asia Portfolio Manager Roundtable Recorded: Jan 9 2014 64 mins
    Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Yu Zhang, CFA; Taizo Ishida; Sharat Shroff, CFA
    Matthews Asia invites you to join us for a Portfolio Manager Roundtable to reflect on the major events of 2013. Conventional wisdom was tested over the course of the year, with Japan emerging as the new great hope for growth while China muddled through and financial markets performed against expectations. What does 2014 hold in store for us?

    During the webcast, our portfolio managers will present their views, answer your questions and, in particular, offer insights into factors that may impact some of our equity and fixed income strategies in the upcoming year.
  • Matthews Asia: Is the Asian Economic Growth Story About to be Tapered? Recorded: Sep 18 2013 62 mins
    Portfolio Managers: Robert Horrocks, PhD, CIO; Kenneth Lowe, CFA; Taizo Ishida; Lydia So, CFA
    The continuation of loose monetary policy in the U.S. and the sustainability of above-average growth rates in Asia are increasingly being questioned by investors. This growing uncertainty has seen daily news flow and central bank announcements acting as key determinants to market direction.

    In our upcoming Matthews Asia webcast, our presenters will take a deeper look at what’s driving the region’s markets. In the current “risk-on, risk-off” environment, they will also explain what they believe investors should really focus on, including why it’s important to separate events at a country level from those at the company level and what the potential benefits are to riding out the current waves of volatility.

    Additionally, they will answer questions you may have regarding investing in the region.
  • Matthews Asia: Portfolio Manager Roundtable Recorded: Jun 20 2013 62 mins
    Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Jesper Madsen, CFA; Sharat Shroff, CFA; Richard Gao
    With macroeconomic news ranging from policy actions in Japan to diverging economic fortunes in Asia dominating the headlines, many investors are questioning what the implications are for the region’s underlying businesses.

    Please join us for a Matthews Asia Portfolio Manager Roundtable in which we will offer a mid-year review of the developments in Asia’s equity and fixed income markets. Our Portfolio Managers will outline the reasons why they believe it is important to spend more time focusing on the micro rather than the macro.

    Our Portfolio Managers will also discuss the performance of their strategies and why valuations in some parts of Asia are becoming stretched while in others they have yet to reflect underlying fundamentals.
  • Matthews Asia: Corporate Governance in Asia Recorded: Mar 27 2013 61 mins
    Portfolio Managers: Robert Horrocks, PhD, Matthews’ CIO; Kenneth Lowe, CFA; Yu Zhang, CFA; Lydia So, CFA
    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 Asia: Portfolio Manager Roundtable Recorded: Dec 12 2012 62 mins
    Portfolio Managers: Robert Horrocks, PhD, CIO; Teresa Kong, CFA; Jesper Madsen, CFA; Richard Gao
    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.
  • Matthews Asia: Emerging Opportunities in Asia Recorded: Sep 5 2012 61 mins
    Portfolio Managers: Robert Horrocks, PhD, CIO; Taizo Ishida; Michael Oh, CFA; Lydia So
    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.
  • Matthews Asia: Portfolio Manager Roundtable Recorded: Jun 7 2012 63 mins
    Portfolio Managers: Robert Horrocks, PhD; Jesper Madsen, CFA; Sharat Shroff, CFA and Taizo Ishida
    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
Matthews Portfolio Manager Insights
Matthews International Capital Management, LLC Portfolio Managers provide quarterly insights on Asia, as well as our strategies for investing in the region.

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  • Title: Matthews Asia: Portfolio Manager Roundtable
  • Live at: Jun 7 2012 8:15 pm
  • Presented by: Portfolio Managers: Robert Horrocks, PhD; Jesper Madsen, CFA; Sharat Shroff, CFA and Taizo Ishida
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