Commentary

China Numbers That Count

Andy Rothman reviews data points that offer insights into the coming quarters.

Commentary

Discover Growth

Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.

Commentary

My Road Map for 2024

CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.

Commentary

Beijing Tests Our Patience

Will Beijing take the necessary steps to restore confidence in its economic policies? Sinology explores.

Commentary

Emerging Japan

Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.

Commentary

Staying the Course: Matthews Asia Dividend

Our portfolio managers field some tough questions on Matthews Asia Dividend’s performance, its positioning and what they believe are its unique strengths for investors.

Commentary

Staying the Course: Matthews Pacific Tiger

Our portfolio managers field some tough questions on Pacific Tiger’s performance, its positioning and what they believe are its unique strengths for investors.

Commentary

Why Asia Matters

CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

Confidence

A China ‘Recovery’: How important is the loss of confidence within China itself?

Commentary

The Hidden Dragon

Investing in China remains challenging but that doesn’t mean there aren’t opportunities. Portfolio manager Vivek Tanneeru and Head of Portfolio Strategy David Dali highlight one approach that potentially can deliver alpha generation today while positioning for a potential upturn tomorrow.

Commentary

Investing in an Emerging World Order. Part 3

In the final part of our series on global supply chains, portfolio managers Inbok Song and Sherwood Zhang look at the companies that are reconfiguring their networks and portfolio manager Vivek Tanneeru gives his assessment on the investment opportunities.

Commentary

Investing in an Emerging World Order. Part 2

In the second part of our series on global supply chains, portfolio managers Inbok Song and Peeyush Mittal examine the regions and countries that may benefit from industries and companies shifting operations.

Commentary

Investing in an Emerging World Order. Part 1

In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.

Commentary

U.S. Executive Order on Investing in China

Andy Rothman provides his assessment of the Biden Administration’s executive order on certain investments in China.