Assessing the Impact of North Korea Tensions on Asian Investments

Presented by

Andy Rothman, Investment Strategist and Michael Oh, Portfolio Manager

About this talk

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.

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