Matthews Asia

Chief Investment Officer Sean Taylor provides a Q2 update on what’s driving emerging market growth 📈, a regional outlook on key countries 🌏 , the impact of the 2024 global election cycle 🗳, and why country selection is a key risk control in seeking opportunities. #outlook

We have low expectations for China’s third Plenum. Is there a catalyst that can move China’s markets right now? On Bloomberg’s China Show, Matthews Asia’s CIO Sean Taylor shares his insights and why he currently prefers other North Asian markets to China. https://lnkd.in/gk3gT3Bf

Is Mexico’s structural story still intact? Portfolio Manager Jeremy Sutch, CFA talks with Chief Investment Officer Sean Taylor about the domestic political and geopolitical headwinds impacting Mexico's economy and the long-term outlook for the region. #emergingmarkets #outlook #mexico

Exploring the diverse landscape of ETFs reveals a spectrum from passive to active strategies. At one extreme, passive ETFs mirror index performance by holding similar assets. On the opposite end, active ETFs employ managers to enhance returns through strategic investments, distinct from passive replication. Between these poles lie hybrid ETFs blending both approaches, sometimes causing investor confusion. In our experience, these hybrid investment vehicles are often mistaken for truly active ETFs due to their active components, but they fundamentally differ in their approaches. Head of ETF Capital Markets Michael Barrer discusses how to differentiate between these hybrid or “quasi-active” ETFs and truly active ETFs and their implications for their performance, risk profile and alignment with investors’ goals. #etfs #activeetfs https://lnkd.in/ggap4R38

Portfolio Manager Vivek Tanneeru shares his perspective on why investors should take a closer look at investing in Eastern and Southeastern Europe, risks to consider and the key markets to keep an 👀 on. #emergingmarkets

As the EU moves ahead with provisional tariffs on China EV imports, Matthews’s CIO and Portfolio Manager Sean Taylor discusses the implications of rising trade tensions and why we prefer North Asia to China right now. See the full Bloomberg interview below and Sean's comments at the 1:09:00 mark. https://lnkd.in/dJ3JQueu

We were delighted to sponsor the portfolio institutionell Annual Conference in Berlin. As CIO and portfolio manager, Sean Taylor shared his insights on the importance of being selective when investing in China and the need for patience as the country transitions to a more sustainable growth model. He also discussed the impact of investing in mid-cap companies in South Korea, where the boards are eager to improve their ESG ratings. Read more about the panel session here: https://lnkd.in/eHHV6dk3

As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns. https://lnkd.in/gsRZ2q-a

Happy Pride Month! 🌈 At Matthews, we are committed to fostering an inclusive and diverse workplace. Let's stand together, celebrate our differences, and create a safe space where everyone can succeed. #PrideMonth #Inclusion #Diversity 💜 💙 💚 💛 🧡 ❤️

We are thrilled to announce that three outstanding team members from Matthews Asia have been recognized at the prestigious With Intelligence Mutual Fund and ETF Awards! Kathlyn Collins, Peeyush Mittal, and Vivek Tanneeru have each received the Rising Star award 🏆, a testament to their exceptional talent and leadership in the asset management industry. 👏 The Rising Star award highlights emerging talents who have demonstrated excellence, achieved remarkable success, and shown exceptional dedication to the mutual fund industry over the past year. #mutualfundetfawards #mutualfund #etf