Special reports on topics relevant to Asia's markets.

Matthews Asia Perspectives

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Featured Updates

Matthews Asia Perspective  July 07, 2020

Asia's Information Technology Leap

Software and hardware companies are supporting new forms of consumption in Asia, such as the growing popularity of online games. Portfolio managers Sharat Shroff and Inbok Song discuss the opportunity set for long-term investors.

Matthews Asia Perspective  May 22, 2020

A View of China Real Estate with 2020 Lens

In our latest Perspective, we explore some of the long-term structural reasons as to why the China real estate sector has been resilient and why we expect this resilience to continue going forward.

Matthews Asia Perspective  May 22, 2020

U.S. and China: A World of Two Asset Classes?

As we look at emerging from the coronavirus pandemic, it is now becoming clear that there may be some long-lasting impacts to the world that will affect politics, economics and investments. Are we heading towards a world of two asset classes: the U.S. and China? 

Matthews Asia Perspective  April 16, 2020

Q&A with Teresa Kong

In this short Q&A, Teresa Kong, Portfolio Manager, provides her insights on the economic impact of the coronavirus and where she sees risks and opportunities, and why the current prices could represent a once in a decade opportunity to buy Asia high yield.

Matthews Asia Perspective  March 19, 2020

How Low Can We Go?

Policymakers globally are being extra vigilant to prevent a repeat of the liquidity issues that froze banks and capital markets during the Global Financial Crisis. Are these measures going to be effective? Is monetary policy potent in the current times?

Matthews Asia Perspective  March 04, 2020

Q&A with Teresa Kong, Portfolio Manager

While the coronavirus COVID-19 has been stabilizing in China, the rest of the world is still grappling with unknowns. This is especially true in the U.S. In this short Q&A, Teresa Kong, Portfolio Manager, provides her market insights.

Matthews Asia Perspective  January 29, 2020

Wuhan Coronavirus

Matthews Asia CIO Robert Horrocks, PhD, and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and its possible impact on China's governance and economy. 

Matthews Asia Perspective  January 15, 2020

The Alpha Potential in Japan's Small Caps

The potential to generate alpha by investing in Japan's small companies is driven by multiple factors: thin sell-side research coverage, an undersize venture-capital funding environment and low correlations to other asset classes.

Matthews Asia Perspective  December 30, 2019

The 2020 Outlook for Southeast Asia

The best environment would be moderate U.S. growth, a sideways U.S. market and a weaker U.S. dollar.

Matthews Asia Perspective  December 13, 2019

Matthews Pacific Tiger Fund Outlook

Services Sectors Shine in China; India's Reforms Benefit Entrepreneurs

In this Q&A, Lead Manager Sharat Shroff discusses his outlook for 2020 and trends he is following on the ground in Asia.

Matthews Asia Perspective  August 21, 2019

The Promise of 'Belt and Road'

China's ambitious infrastructure initiative points to the potential of global cooperation.

Matthews Asia Perspective  August 16, 2019

Decoding Hong Kong's Protests

Protests in Hong Kong create a political balancing act for China. With the world watching, a patient approach may be in China's best interest.

Matthews Asia Perspective  August 09, 2019

Management, Not Manipulation

We believe China is managing, not manipulating, its currency. The country's central bank aims to maintain a stable exchange rate amid trade-related volatility

Matthews Asia Perspective  May 31, 2019

Our Latest Views on the U.S.-China Trade Dispute

U.S.–China trade concerns continue to weigh on global markets. Matthews Asia offers its perspective on how the dispute affects the long-term investment landscape

Matthews Asia Perspective  April 08, 2019

Asia Credit Spreads Look Rewarding

We recently sat down with Matthews Asia Portfolio Managers Teresa Kong and Satya Patel to discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

Matthews Asia Perspective  April 02, 2019

Thailand's Election Update

With Thailand's election results still uncertain, what are the likely scenarios?

Matthews Asia Perspective  February 25, 2019

Four Key Elections in Asia to Watch

What investors should expect from upcoming elections in Thailand, Indonesia, India and the Philippines.

Matthews Asia Perspective  February 08, 2019

Assessing Valuations in India's Stock Market

When considering the prospects for India's stock market, key factors of performance are the growth outlook and underlying valuations.

Matthews Asia Perspective  January 03, 2019

Value Investing in the Digital Age

Matthews Asia Portfolio Manager Beini Zhou discusses how the time-tested principles of value investing can be applied to the modern marketplace.

Matthews Asia Perspective  December 18, 2018

Japan's New Growth Drivers

Matthews Asia Portfolio Manager Taizo Ishida discusses the evolution of Japan's equity market over the past two decades—and the opportunities that may lie ahead.

Matthews Asia Perspective  November 20, 2018

China's Growing Stable of Unicorns

Unicorns are being funded in China faster than anywhere in the world and China's largest technology companies control nearly half of these highly valued startups. What does this mean for investors?

Matthews Asia Perspective  September 06, 2018

China Takes Leading Role on Global Trade

Matthews Asia CIO Robert Horrocks says China's leadership on free trade is an important reason to invest in the growth of Asia.

Matthews Asia Perspective  August 20, 2018

Are Turkey's Troubles Contagious?

Turkey's crisis may offer investors the opportunity to build positions in ASEAN countries and India. 

Matthews Asia Perspective  June 21, 2018

Our Views on the U.S.-China Trade Dispute

U.S.-China trade concerns have been weighing on investors. Matthews Asia examines the strength of China's underlying fundamentals, the rate of its middle class expansion and domestic consumption.

Matthews Asia Perspective  June 12, 2018

New Chapter for Korean Peninsula

South Korea's economy may benefit from closer ties to North Korea, but costs and risks remain.

Matthews Asia Perspective  May 16, 2018

Asia's Stability Makes It Poised for Growth

Matthews Asia CIO Robert Horrocks says Asia's political and economic environment looks strong for the region's long-term growth prospects.

Matthews Asia Perspective  May 08, 2018

Malaysia Elections Update

Malaysia's 14th general election delivered a surprise win for the opposition.

Matthews Asia Perspective  April 10, 2018

Indonesia's Green Shoots

While lackluster domestic demand led Indonesian equities to be eclipsed last year by equity markets in North Asia, Matthews Asia holds a more constructive view on Indonesia given recent signs of growth.

Matthews Asia Perspective  March 21, 2018

After the Fall

Matthews Asia CIO Robert Horrocks says any declines in Asia’s markets in response to the U.S. are likely to lead to the emergence of cheap valuations far sooner than anywhere in the West.

Matthews Asia Perspective  January 31, 2018

Off to a Wild Beginning in 2018

Matthews Asia CIO Robert Horrocks says Asia is still the world’s fastest-growing region and remains optimistic about the environment for corporate profits and investment in the region.

Matthews Asia Perspective  December 11, 2017

Uncovering Opportunities in Asia's Tech Sector

Shares of some large-capitalization tech companies in Asia have delivered strong performance so far this year, driving up the tech sector weighting relative to the broader market. Do these types of stocks represent the best opportunities in Asia’s tech sector right now?

Matthews Asia Perspective  December 08, 2017

Looking Beyond Benchmarks for Emerging Market Bonds

The emerging market (EM) asset class could use a re-examination. This is particularly needed as underlying EM regions tend to diverge by fundamentals and EM bond benchmarks continue to demonstrate shortcomings. Matthews Asia Portfolio Manager Teresa Kong examines this issue.

Matthews Asia Perspective  September 12, 2017

The Case for Value Investing in Asia

We believe now is the time to consider value investing in Asia, a strategy that has worked well over the long run in the United States and Europe.

Matthews Asia Perspective  August 29, 2017

ASEAN at 50: Thriving Region Offers Investors Compelling Opportunities

The Association of Southeast Asian Nations (ASEAN) marks its 50-year anniversary this year. With increasingly deep capital markets, including more than 4,300 listed companies, the ASEAN region provides investors with access to the compounding growth potential of these dynamic economies.

Matthews Asia Perspective  June 20, 2017

Q&A: MSCI Includes China A-Shares

China’s A-shares get the green light. What should investors know about this development?

Matthews Asia Perspective  March 31, 2017

Mainland China-Hong Kong Bond Market Connect

Given the recent flurry of announcements relating to the inclusion of Chinese bonds in various global bond indices and the announcement of the upcoming China-Hong Kong bond, we sat down with Teresa Kong to get a better understanding of the context and implications of these developments.

Matthews Asia Perspective  March 07, 2017

Why Invest in Asia in an Age of Confrontation?

Rather than getting pulled into the noise of today’s political climate, stay focused on the fundamentals around economic growth. Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, reminds investors of the factors that trends can’t change.

Matthews Asia Perspective  January 18, 2017

Dollar Strength

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, examines the factors behind the U.S. dollar’s rally.

Matthews Asia Perspective  July 05, 2016

Brexit Impact on China

Investment strategist Andy Rothman explores the potential impact of Brexit on China’s economy, its exchange rate, and the political outlook.

Matthews Asia Perspective  May 06, 2016

Q&A: Yu Zhang, CFA

Yu Zhang, CFA, Lead Manager of the Matthews Asia Dividend Fund, discusses the Fund's investment philosophy, approach and how the portfolio is positioned in the current market environment.   

Matthews Asia Perspective  June 24, 2015

More than Modi, The Case for Indian Equities

The Indian equity market was one of the world’s strongest performers in 2014. But, so far this year, performance hasn’t been as spectacular. While the vision that Prime Minister Modi has for India is positive, expectations have run ahead of execution. So does the investment case for allocating to India’s equity market still hold? 

Market Update  April 15, 2015

Video: Ghostly? China's Property Market Reconsidered

While the media continues to predict China’s imminent collapse, Andy Rothman, Investment Strategist, shares insights from a recent research trip to the region and helps investors reconsider China’s property market. As the world’s best consumption story, Andy explains why he believes China’s very soft property market is unlikely to result in a housing crisis.  

Matthews Asia Perspective  December 11, 2014

Asia, Looking to 2015 and Beyond

In this Matthews Asia Perspective, Robert Horrocks, PhD, CIO and Portfolio Manager, outlines his reasons for optimism based on secular long-term growth drivers.

Market Update  January 16, 2014

Video: Investing in Growth in Asia

Taizo Ishida, Lead Manager of the Matthews Asia Growth Fund, talks about the 10 years of investing in the region, and the future he sees as Asia's incomes rise and the middle class develops.