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?