Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds.
Innovative companies are reshaping Asia's investment landscape, as older industries recede and newer business models take their place.
Portfolio managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.
As the global economy slows, we remain optimistic about the long-term growth potential of Chinese equities. From a public health perspective, China has flattened its curve of new cases COVID-19. Fiscal and monetary stimulus, while incremental, remains supportive. Interest rates remain positive, giving China's central bank room to maneuver.
As Asia’s private sector uses capital and labor more efficiently, economic growth rises.
Matthews Asia Portfolio Manager Michael Oh says South Korea’s economy may benefit from closer ties to North Korea, but costs and risks remain.