Our Matthews investment team recently shared insights on the macro and geostrategic issues for China, along with a bottom-up perspective for investing in the region in 2024. View the replay to hear their perspectives on how the Chinese government can restore confidence among investors and what investors need to know to make informed allocation decisions about investing in China.
SubscribeWebcast recorded January 10, 2024
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.
High-conviction equity portfolio seeks companies benefiting from China’s domestic consumption. All-cap fundamental GARP approach driven by on-the-ground research.
The Fund focuses on innovative, efficient and sustainable growth companies, with an emphasis on businesses oriented toward domestic demand and rising income levels.
The Fund invests in companies that offer meaningful dividends yields, have sustainable business models and that demonstrate the propensity to pay increasing dividends over time.