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Turning Points (a Clearway Capital podcast) interviews Sean Taylor, Chief Investment Officer from Matthews

Chief Investment Officer Sean Taylor joins Michael Negline from Clearway Capital to discuss the key themes shaping emerging markets today. Sean explains why earnings growth remains the primary driver of opportunities across AI-related supply chains, industrials, and commodities, and shares his outlook for South Korea, Taiwan, China, and India. He discusses Matthews' disciplined approach to country and stock selection, portfolio positioning, and why active management remains important in an increasingly concentrated emerging markets environment.

  • 10/14/2026
  • 30:26 listening time
  • Sean Taylor, Chief Investment Officer and Portfolio Manager

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IMPORTANT INFORMATION

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.