Matthews Asia

We believe that actively managed strategies are compelling vehicles for capturing alpha and generating sustainable investment returns in emerging markets. An active strategy can also complement a passive approach by offering stockpicking capabilities that index-tracking products may lack. Among the spectrum of active products, we also think a core approach provides valuable flexibility, enabling managers to invest across markets, embrace different styles and take thematic positions within a disciplined portfolio management framework. #emergingmarkets #asia #assetallocation #portfoliodiversification https://lnkd.in/gne3WQ3d

Last week, our General Counsel Deepa Damre Smith took the stage at Investment Company Institute's ETF Conference to moderate the panel "Breaking Into the Charts: Capital Markets for New Entrants". Fellow panelists representing a range of expertise from across the ETF ecosystem helped demystify the language and the inner workings of ETF capital markets, including the role of Authorized Participants and Market Makers, revealing how these behind-the-scenes players keep the ETF rhythm steady and the market in sync. #ICIETFConference #AssetManagement #ETFInsights #ETFs

Today, many investors are overweight to a market that has outperformed the rest of the world over the past decade. However, we believe that the U.S. market is, not the first time, over-priced, over-owned and facing potential headwinds. So are we now heading into an era of the Anywhere But America (ABA) Trade, where global diversification will be back in style? Foreign markets may also fall if the U.S. market cracks but, as Matthews Executive Chairman Mark Headley puts it, this could represent an “exceptional” opportunity. #emergingmarkets #asia #usinvesting #assetallocation #portfoliodiversification https://lnkd.in/g-7v-FkA

Japan is undergoing a quiet transformation—from corporate reform to renewed shareholder focus. In our latest video, Portfolio Managers Shuntaro Takeuchi and Donghoon Han share how we apply a disciplined, research-driven investment philosophy to uncover long-term growth opportunities across sectors and market caps.

Despite strong long-term returns and improving capital allocation, global investors remain underweight to Japan. Portfolio Managers Shuntaro Takeuchi and Donghoon Han share their views on why Japan’s equity market offers compelling opportunities for active investors—through deep research, rising shareholder returns, and access to undercovered companies.

China’s market is showing signs of revival—broader sector gains, rising IPOs, and renewed global interest are reshaping the outlook. Portfolio Manager Winnie C. shares what’s driving returns and where she’s finding opportunities in the second half of 2025.

After two decades of conviction in Japanese equities, Portfolio Manager Shuntaro Takeuchi is helping investors rethink their underweight. Watch how his journey shaped his belief in Japan’s untapped potential.

Against a backdrop of COVID lockdowns, a weakening Chinese equity market, a U.S. market supported by American exceptionalism and Russia’s invasion of Ukraine, our emerging markets portfolio management team has navigated these challenges over the last five years by managing risk and return at both country and company levels. In our view, the beauty of emerging markets is quite simply their diversity. Some markets have little correlation to the global economy while others are more tied to international trade and trends, and we believe the Matthews Emerging Markets Equity Fund is well positioned to potentially capitalize on these opportunities. https://lnkd.in/gMYUCu8z

Chief Investment Officer Sean Patrick Taylor assesses a positive quarter for emerging markets in what was a volatile period and sees gathering strengths in the asset class in the months ahead. https://lnkd.in/gh4S_yXn

From globally beloved media franchises to the rise of dual-income households, Japan is evolving in surprising ways. Portfolio Manager Shuntaro Takeuchi breaks down the key drivers behind the country’s equity opportunity—spanning IP monetization, tourism, wage growth, and a long-overdue shift in corporate governance. See why we believe Japan is just getting started—and how we approach it with discipline across sectors.