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We see more in Asia
Focused on Asia
Revealing Insights in Asia
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We see more in Asia
We see more in Asia
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At Matthews, we see Asia as an intricate and evolving region, requiring careful analysis and specialised knowledge to identify the companies with the vision to benefit from this thriving environment. We believe that by focusing solely on Asia's equity and fixed income opportunities, and adhering to an investment philosophy that has been tested over 20 years, we offer investors a pathway into these dynamic markets.

Focused on Asia

Investing in Asia is about looking forward. At Matthews Asia, we understand that identifying investments whose potential has yet to be fully recognised demands in-depth, on-the-ground, bottom-up research and active management. Applying our expert knowledge, experience and insights, we seek to identify opportunities for investors created by Asia's ongoing transformation.

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All data as of 31 December 2017. Industry experience of Lead Managers
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Revealing Insights in Asia

Identifying the full story behind Asia's growth requires in-depth insight. At Matthews Asia, we understand that conventional benchmarks about success in the region are often quickly outmoded. Applying our expert research and analysis to a unique global perspective, our goal is to identify and invest upon the dynamic changes and revolutions driving development throughout the continent.

The retail landscape in Asia is changing drastically with the growth of e-commerce.

The story begins as Asia’s middle class grow in number and affluence.

For instance, in 2017 consumers in the region are expected to spend US$1,053 billion – compared to $660 billion by their U.S. counterparts.

Without the history of bricks and mortar retail development in many cities this explosive growth is bypassing traditional models as more consumers spend their money via online channels.

We see innovations in payment processing, warehousing and delivery creating many new opportunities for investment in the region.

Identifying the full story behind Asia's growth requires in-depth insight. At Matthews Asia, we understand that conventional benchmarks about success in the region are often quickly outmoded. Applying our expert research and analysis to a unique global perspective, our goal is to identify and invest upon the dynamic changes and revolutions driving development throughout the continent.

Over half of the world’s robots are now being shipped to the Asian continent and this world-leading pace of automation is only set to increase into the future.

As a result, Asian industry is benefiting from improvements in efficiency, productivity and price competitiveness.

However, automation is also enhancing product quality and encouraging innovation throughout the continent.

These improvements in product consistency and pricing power satisfy the demands of Asia’s growing middle class for higher quality goods.

We see automation creating investment opportunities throughout Asia.

Identifying the full story behind Asia's growth requires in-depth insight. At Matthews Asia, we understand that conventional benchmarks about success in the region are often quickly outmoded. Applying our expert research and analysis to a unique global perspective, our goal is to identify and invest upon the dynamic changes and revolutions driving development throughout the continent.

The increased disposable wealth of Asia’s rising middle class is driving changes in lifestyle choices throughout the region.

For example, the healthcare sector in Asia-Pacific is expanding rapidly with the region expected to grow at over 7% from 2013 to 2017 – significantly higher than the rest of the world.

This has led to investment opportunities in traditional healthcare industries such as insurance and pharmaceuticals.

However, as awareness and education of health issues grow Asia’s middle classes are also beginning to alter their lifestyle choices and spend more on preventative health care.

We see healthy lifestyles driving investment opportunities throughout Asia.

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Further Reading

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Matthews Asia Insights

In-depth reports and white papers providing insights and analysis on Asia market events and developments. Includes: Asia Insight, AsiaNow, White Papers and Special Reports

Matthews Regular Communications

Insights from the Matthews Asia investment team on current events and markets in Asia. Includes: Commentary on current events in Asia and Sinology

Matthews Asia Fund Updates

Timely information on Fund commentaries, CIO letter, Fund distributions and new Fund launches. Includes: Commentaries, CIO letter, Distributions/Estimates

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