Research and Point of View
Keep up with the rapid growth of Asia and emerging markets. Explore our library of research and reports from portfolio managers and investment strategists.
Despite a pandemic, tariffs and superpower political tensions, the resilience of the Chinese economy was clear in 2020. In this issue of Sinology, we highlight five macro trends from 2020 that investors should watch this year.
Explore the Opportunity
For investors seeking growth and diversification, Asia presents a uniquely compelling opportunity. Our range of country-specific to pan-regional and global emerging markets investment solutions provide diverse exposure across sectors, themes and market capitalization.
Asia: A Hub of Innovation
No longer a place where everything is produced, but nothing is invented, Asia is riding a wave of homegrown innovation with long-term investment implications. Our rigorous proprietary research forms our insights into investment opportunities and risks to help identify the most attractive growth opportunities in Asia.
Growth and Quality in Global Emerging Markets
For more than a decade, emerging markets have been considered a core allocation for investors seeking long-term growth. The asset class has evolved, and Asia now dominates in terms of economic growth, consumption and trade.
Participate in China’s Investment Story
A well-established growth powerhouse, China presents investors with a unique opportunity. With a focus on the Asian consumer, innovative companies in China are channeling the buying power of a new, influential middle class. These companies may offer global investors genuinely differentiated exposures.
A focus on Asia—and providing compelling investment solutions for our clients—is what we believe distinguishes us among investment managers. Our insights into investment opportunities and risks are backed by proprietary research, a collaborative culture and nearly 30 years of experience.
29-Year Track Record
Our unwavering focus, discipline and track record throughout market cycles have been proven in a variety of market environments for nearly 30 years.
Privately Owned Firm
Matthews Asia is a privately owned firm with significant employee ownership which we believe best aligns our interests with those of our clients.
We conduct in-depth, on-the ground fundamental research to identify the most compelling opportunities with portfolios that differ substantially from benchmarks, with high active share.
Subscribe to receive investment research reports, articles and videos for new and experienced investors alike.