David Dali, Portfolio Strategist, Sharat Shroff, CFA, Portfolio Manager, and Yu Zhang, CFA, Portfolio Manager
The first half of 2019 for Asia's equity markets has been a roller coaster ride, rebounding strongly in the first quarter while turning more volatile in recent months due to ongoing U.S.-China trade tensions. While the trade outcome remains uncertain, we expect Asia's growth prospects to be buoyed by rising incomes across the region, political stability and growing consumption, and we remain optimistic in our outlook for Asian equities over a full market cycle.
Please join Matthews Asia Portfolio Strategist David Dali along with Sharat Shroff, CFA, Lead Manager of the Matthews Pacific Tiger Fund, and Yu Zhang, CFA, Lead Manager of the Matthews Asia Dividend Fund, for an interactive discussion on:
•How the Pacific Tiger and Asia Dividend Funds have weathered market volatility
•Insights on current portfolio composition and how they are positioned for sustainable growth
•How a dividend strategy can provide exposure to China's growth markets
•Why an active approach is essential in having Asia represent a core part of a portfolio