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Rethinking Emerging Markets - A Fireside Chat with Matthews Leadership

Head of Portfolio Strategy David Dali recently had a timely conversation with Matthews co-founder and CEO Mark Headley and CIO Sean Taylor on the dominance of U.S. equities and how investors may assess the potential for emerging markets as a destination of diversification.

Webcast recorded on June 2, 2025


ASEAN = EM = Emerging markets

ADRs = American depositary receipts are negotiable certificates issued by a U.S. depositary bank representing a specified number of shares—usually one share—of a foreign company's stock. The ADR trades on U.S. stock markets.

BRICS = BRICS is an acronym for Brazil, Russia, India, China, and South Africa

 

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.