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Research and Point of View

Keep up with the rapid growth of Asia and emerging markets. Explore our library of research and reports from portfolio managers and investment strategists.

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Total items: 228 results

Video

Emerging Markets Outlook

Emerging markets may be back in focus as global investors seek diversification, cheap valuations, and a hedge against a weakening U.S. dollar.

18/06/2025

Video

Q2 2025 CIO Review and Outlook

CIO Sean Taylor discusses emerging markets’ mixed performance in the second quarter and the key geopolitical risks shaping the markets.

18/06/2025

Video

From COVID and Tariffs to AI and Beyond

CIO Sean Taylor examines key shifts in emerging markets and highlights the areas shaping future opportunities

28/05/2025

Video

Asia Redefining the Global AI Landscape

Sojung Park discusses DeepSeek's impact on the market and how other Asian companies are transforming AI adoption worldwide.

14/04/2025

Video

Q1 2025 CIO Review and Outlook

CIO Sean Taylor discusses the impact of the latest tariffs on emerging and the importance of domestic resilience over global cycles.

10/04/2025

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Video

Unpacking the Tariff Turbulence

CIO Sean Taylor discusses how to navigate the turbulence caused by the latest tariffs and to focus on the resilience of emerging markets.

09/04/2025

Video

What’s Next for China’s Markets?

Andrew Mattock discusses the AI-driven boost in China’s markets and why he believes a sustained rally hinges on a property market turnaround.

27/02/2025

Video

The Tariff Impact for Emerging Markets

Andrew Mattock shares his perspectives on the latest round of tariffs and its effect on emerging markets and portfolio positioning.

19/02/2025

Video

CIO Year-End Review and Outlook

CIO Sean Taylor provides a year-end update and 2025 outlook, insights on key countries, and the impact of the potential Trump tariffs.

17/12/2024

 

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.