Chief Investment Officer Sean Taylor provides his insights on how the Fed’s 50 basis point-rate cut may affect emerging economies, particularly in Asia and Latin America, how it impacts portfolio allocations and the sectors he believes are poised for growth amid this shift.
Portfolio Manager Jeremy Sutch, CFA, and Chief Investment Officer Sean Taylor assess the issues besetting the region’s key markets—from domestic challenges to geopolitical headwinds—as well as their structural strengths, and whether prospects may brighten with the onset of a U.S. rate-cutting cycle.
CIO Sean Taylor says the second half of the year looks positive for emerging markets but country selection as a risk control will be critical in what is proving to be a politically-charged period for equities.
As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns.
At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.
India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.
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.
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.
Our portfolio managers field some tough questions on Pacific Tiger’s performance, its positioning and what they believe are its unique strengths for investors.
CIO designate Sean Taylor gives his take on what Asia has to offer global and emerging markets investors, from growth, to diversification, to innovation.
