The New Growth Drivers Behind Asia's Renaissance
Our Matthews investment team recently shared insights on the investment landscape across Asia, the key drivers of potential return across the region and the transformative power of artificial intelligence in Asia’s rapidly evolving markets.
SubscribeWebcast recorded May 9, 2024
Alpha = Excess return on an investment relative to the return on a benchmark index.
ASEAN = Association of Southeast Asian Nations. It is an international organization of 10 member countries in Southeast Asia, consisting
of Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
DRAM = Dynamic random-access memory
EV = Electric vehicles
IP = Intellectual property
ODM = Original design manufacturer
OEM = Original equipment manufacturer
P/B = Price-to-Book Ratio (P/B Ratio) is used to compare a stock's market value to its book value. It is calculated by dividing the current
closing price of the stock by the latest quarter's book value per share. A lower P/B ratio could mean that the stock is undervalued.
P/E = Price-to-Earnings Ratio (P/E Ratio) is a valuation ratio of a company's current share price compared to its per-share earnings.
PTV = Personal transport vehicles
ROE = Return on Equity (ROE) is the amount of net income returned as a percentage of shareholders equity. Return on equity measures a
corporation's profitability by revealing how much profit a company generates with the money shareholders have invested and is
calculated as net income divided by shareholder’s equity.
As of 4/30/24, accounts managed by Matthews Asia did not hold positions in Nvidia, Google, Microsoft.
As of 4/30/24, accounts managed by Michael Oh did not hold positions in Nvidia, Google, AMD, Wistron, Meta, Micron, Microsoft
