The Outlook for Asian Markets, Inflation and Market Rotation

Chief Investment Officer Robert J. Horrocks, PhD, shares his insights on the volatility in China’s economy, the market’s rotation from growth to value, key investment themes and what investors should consider when making their asset allocation decisions.

  • China’s economy and how investors should think about China’s regulatory issues (01:53m)
  • The growth-to-value rotation and whether growth companies remain attractive (06:14m)
  • Inflationary concerns and its impact on earnings (14:52m)
  • The Matthews Asia advantage in the global emerging market space (20:47m)
  • Incorporating ESG considerations into portfolio decisions (24:02m)
  • Key investment themes and countries to keep an eye on (28:20m)
  • Why investors should consider emerging markets and Asia (39:34m)



The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.