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
A focus on Asia—and providing compelling investment solutions for our clients—is what we believe distinguishes us among investment managers. Our insights into investment opportunities and risks are backed by proprietary research, a collaborative culture and nearly 30 years of experience.
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 29 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