Matthews Asia

Portfolio Manager Andrew Mattock, CFA, explains the importance of assessing U.S. tariffs as a component among external variables that can influence, rather than drive, investment returns.?#tariffs https://lnkd.in/ga_-C_gT

Portfolio Manager Andrew Mattock, CFA shares his insights on the AI-driven boost in tech in China’s markets and why he believes a sustained rally hinges on a property market turnaround. #ai #china #chineseeconomy

The Year of the Snake symbolizes wisdom, intuition, creativity, deep thinking, and problem-solving—qualities that are essential for navigating the complexities of today’s investment landscape. As we enter the New Year, let’s channel these attributes and embrace the opportunities ahead with strength and resilience. Wishing everyone prosperity and success in 2025! ?? ?? ?? #lunarnewyear

Matthews Asia CIO Sean Taylor talks about why he is neutral on Chinese equities, following Trump’s threats of fresh tariffs starting from February. He also shares his expectations for the Chinese economy and how policy makers in China might react in a new Trump world order. https://lnkd.in/ghDEPrzW

What may investors expect in emerging markets in 2?? 0?? 2?? 5??? Chief Investment Officer Sean Taylor shares his latest perspectives on the impact of the new Trump administration and the prospects for growth in Asia and emerging markets. #outlook #emergingmarkets

We’re excited to connect with you this week for #SchwabIMPACT in San Francisco. With shifting global dynamics and new challenges (and opportunities) ahead under a returning Trump administration, our team is ready to share how you can navigate emerging markets in 2025. Whether you’re exploring strategies or looking for the latest insights on the evolving investment landscape, our team is excited to share their perspectives. Stop by booth #1518 and say hello…you might even leave with something special to remember us by!

Back from a recent trip to Pangyo (also known as the Silicon Valley of Korea), Portfolio Manager Michael Oh shares his observations about Korea’s DRAM dominance and the region’s growth in the #semiconductor equipment space.

Last week, our Head of Responsible Investing & Stewardship Kathlyn Collins, CAIA took the stage at the Asian Corporate Governance Association (ACGA)’s annual conference in Singapore. On the panel, “What are the Challenges for Boards and Investors From AI?,” she spoke about how boards can determine the appropriate corporate policies and oversight in implementation of AI strategies and the approaches for investors to determine whether boards are handling these challenges effectively.?#corporategovernance

Last week, our Head of Responsible Investing & Stewardship Kathlyn Collins, CAIA took the stage at the Asian Corporate Governance Association (ACGA)’s annual conference in Singapore. On the panel, “What are the Challenges for Boards and Investors From AI?,” she spoke about how boards can determine the appropriate corporate policies and oversight in implementation of AI strategies and the issues for investors to determine whether boards are handling these challenges effectively.?

Portfolio Manager Michael Oh explores how humanoid robots may reshape the labor landscape and the manufacturing shifts taking place in Asia.