Asia: The Engine of Emerging Markets
Head of Portfolio Strategy David Dali looks at opportunities for investors given Asia's increasing weight within emerging markets.04/30/2020
Emerging markets have long been considered a core diversifier by investors seeking growth. Today, Asia has become the hub of emerging markets in terms of economic growth and consumption. Matthews Asia brings 30 years of investment expertise to uncover opportunities that have the potential to generate long-term out-performance.
With Asia serving as the engine of growth in emerging markets, we believe an emerging market portfolio should provide exposure to these drivers of future growth. Our investment team is focused on identifying high-quality companies positioned to capitalize on forward-looking themes and growth sectors like health care and tech-related industries.
Note: Data for 2024 are projections. There is no guarantee any estimates or projections will be realized. Source: World Economic Outlook Database, October 2019
Source: MSCI 2019
Source: Federation of Exchanges, December 2019
The Emerging Markets Equity Fund seeks to provide investors with a core, quality-growth portfolio using a fundamental investment approach that typically looks for companies that have higher growth metrics, as well as higher quality metrics, than the broader market.
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