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Matthews Asia: Emerging Opportunities in Asia

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.
Recorded Sep 5 2012 61 mins
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Presented by
Portfolio Managers: Robert Horrocks, PhD, CIO; Taizo Ishida; Michael Oh, CFA; Lydia So
Presentation preview: Matthews Asia: Emerging Opportunities in Asia
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  • Channel profile
  • What the Historic Trump-Kim Summit Means for Investing in Asia Recorded: Jun 13 2018 20 mins
    Michael Oh, Portfolio Manager and Andy Rothman, Investment Strategist
    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
  • Asia's ESG Evolution: Leadership and Opportunity Recorded: May 15 2018 49 mins
    Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager and Vivek Tanneeru, Portfolio Manager
    For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.

    Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:

    - The evolution of ESG opportunities
    - How Asia is primed to serve as a hub for ESG leadership and innovation
    - Why a bottom-up active approach is important when considering ESG investments
  • Capturing China’s Growth with Lower Volatility Recorded: Feb 27 2018 47 mins
    Andy Rothman, Investment Strategist, Tiffany Hsiao, Portfolio Manager, CFA, Sherwood Zhang, Portfolio Manager, CFA
    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 Recorded: Jan 9 2018 40 mins
    Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager
    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 Recorded: Dec 31 2017 9 mins
    Robert Horrocks, PhD, Chief Investment Officer
    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? Recorded: Dec 7 2017 31 mins
    Andy Rothman, Investment Strategist and Andrew Mattock, Portfolio Manager, CFA
    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? Recorded: Sep 12 2017 44 mins
    Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager
    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 Recorded: Aug 15 2017 23 mins
    Andy Rothman, Investment Strategist and Michael Oh, Portfolio Manager
    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? Recorded: May 24 2017 50 mins
    Matthews Asia Portfolio Managers Yu Zhang, CFA and Satya Patel, CFA
    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 Recorded: Dec 7 2016 47 mins
    Robert Horrocks, PhD, Chief Investment Officer, Andy Rothman, Investment Strategist
    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? Recorded: Nov 10 2016 31 mins
    Teresa Kong, CFA and Andy Rothman
    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 Recorded: Jul 18 2016 63 mins
    Teresa Kong, CFA, Portfolio Manager and David Dali, Client Portfolio Strategist
    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 Recorded: Jun 21 2016 58 mins
    Andy Rothman, Investment Strategist
    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? Recorded: Feb 25 2016 45 mins
    Kenichi Amaki, Portfolio Manager
    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 Recorded: Feb 8 2016 47 mins
    Andrew Mattock, CFA, Portfolio Manager and Andy Rothman, Investment Strategist
    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 Recorded: Jan 28 2016 56 mins
    CIO Robert Horrocks, PhD and Portfolio Manager Kenneth Lowe, CFA
    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.
  • Live Q&A Discussion: Matthews Asia Analysis of Market Events in China Recorded: Jan 7 2016 52 mins
    Portfolio Managers Teresa Kong, CFA and Andrew Mattock, CFA and Investment Strategist Andy Rothman
    We invite you to join us today for a live Q&A discussion of the recent market events in China and an analysis of the broader impact on Asia's equity and fixed income markets. Our speakers on the call will be Investment Strategist Andy Rothman, Portfolio Manager Teresa Kong, CFA and Portfolio Manager Andrew Mattock, CFA.
  • Matthews Asia Webcast: Emerging Asia—The Next Frontier Recorded: Nov 10 2015 45 mins
    Portfolio Managers Taizo Ishida and Robert Harvey, CFA
    Just back from Vietnam, Bangladesh, Thailand, China, Singapore and Japan, join Portfolio Managers Taizo Ishida and Robert Harvey, CFA, as they share the on-the-ground sentiment, what they are hearing from companies and their outlook going forward.

    During this live event we will discuss:
    •How investors should view emerging markets
    •How to help dampen draw-downs in EM during periods of uncertainty, thereby potentially enhancing risk-adjusted returns over the long-term
    •Why we believe Asia will drive global economic growth in the decades ahead

    While there is plenty of uncertainty in the markets today, periods of uncertainty often lead to opportunities for investors focused on what really matters in the years and decades ahead. We believe the emerging and frontier markets of Asia represent the most compelling growth opportunities available to investors. Please register and submit your questions to engage in this live event.
  • CIO Market Update: Asia—Heat of the Moment Recorded: Oct 20 2015 20 mins
    Robert Horrocks, PhD, Chief Investment Officer
    Sell-offs in Asia occur, from time-to-time. It is always difficult to know when you have hit bottom, or how long the period of poor returns will last. But we can at least see how Asia is bearing up in the current environment. We can also look at the root cause of the problems and, therefore, what the solutions may be and whether they are practical or not.

    You are invited to access a presentation featuring Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, where he shares an update on the markets and where we are seeing opportunities.
  • Matthews Asia Webcast: Asia in Crisis? See Through the Headlines Recorded: Sep 17 2015 54 mins
    Robert Horrocks, PhD, Chief Investment Officer
    Asia has been in the news lately, raising a surge of questions and concerns regarding the potential impact on the rest of the world. Investors may be accustomed to dealing with risk, or familiar with “normal” market swings and clamor from year to year, but they are finding that there is not enough context around the recent volatility. It is not about risk, but about uncertainty—"What is going on?”

    During last week's live event, Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, shared his insights on: What drives sustainable growth in EM? Which markets are best priced? How do we think about recent events?
Matthews Portfolio Manager Insights
Matthews Asia Portfolio Managers provide quarterly insights on Asia, as well as our strategies for investing in the region.

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  • Title: Matthews Asia: Emerging Opportunities in Asia
  • Live at: Sep 5 2012 8:15 pm
  • Presented by: Portfolio Managers: Robert Horrocks, PhD, CIO; Taizo Ishida; Michael Oh, CFA; Lydia So
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