Perspectives - Matthews Asia Funds

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Matthews' Perspectives on Asia

Shifting Attention (Asia Insight, December 2008)
When economies weaken, investors pay more attention to political issues. This shift of attention can sometimes create the impression that political movements or events have recently 'erupted' as part of the economic downturn, when the truth may be that the issues have been present for far longer. Robert Horrocks looks at three current events in India, Thailand and China, and offers a framework for assessing the investment impact of political events.
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Thailand Names Opposition Leader as New Prime Minister (Asia Weekly, December 19, 2008)
Thailand sees a change in government with the election of Abhisit Vejjajiva of the People’s Alliance for Democracy party.
Asia’s Headlock of Conventional Wisdom (Asia Insight, November 2008)
Despite the recent liquidity environment, the kind of havoc wrought during the Asian financial crisis of 1997-1998 seems unlikely to occur for several reasons.
China’s Stimulus Comes Amid Strong Retail Sales (Asia Weekly, November 14, 2008)
China’s State Council announces a massive US$586 billion fiscal stimulus package.
Three Precious Commodities (Asia Insight, October 2008)
Three key commodities have recently been in short supply: money, time and confidence.
East Asia Continues Financial Reforms (Asia Weekly, October 31, 2008)
East Asian nations pledge to create an $80 billion foreign exchange reserves pool.
Postcard from India—Seeking New Opportunities (Asia Weekly, October 3, 2008)
Annual incomes for half of all Indian households have risen during the last year.
A Return to the Global Stage (Asia Weekly, September 26, 2008)
Two Japanese financial institutions re-emerge to pick up stakes in some competitors.
Changing Aspirations (Asia Insight, September 2008)
China finds itself caught up in the deflationary aftermath of the incautious lending of U.S. banks.
Wisdom in Crowds (Asia Insight, July 2008)
South Korea learns to mobilize to affect public policy.