What the Historic Trump-Kim Summit Means for Investing in Asia

Presented by

Michael Oh, Portfolio Manager and Andy Rothman, Investment Strategist

About this talk

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

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (47)
Subscribers (6886)
Matthews Asia Portfolio Managers provide quarterly insights on Asia, as well as our strategies for investing in the region.