Archive for November, 2020
ELLIS – PRODUCTIVE PANDEMIC PURSUITS
PRODUCTIVE PANDEMIC PURSUITS
How could Charles Ellis, a legendary investment consultant, author of 17 books including the investment classic, Winning the Loser’s Game, teacher and global advisor be any more productive? Listen to his pandemic pursuits! Continue Reading »
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND
Combined Chinese Stock Markets Second Largest in World
China’s A-share market:
- Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges
- Gradually opening up to foreign investors
More A-shares being included in major indexes including MSCI Emerging Markets indexes
Morningstar’s Gold and Silver Medalist China Region Funds
- Matthews China Investor MCHFX – Gold
- Matthews China Dividend Investor MCDFX – Silver
- Matthews China Small Companies MCSMX – Silver
CHINA’S ECONOMIC COMEBACK & FLOURISHING A-SHARE MARKETS OFFER SPECIFIC INVESTMENT OPPORTUNITIES
It’s been a roller coaster of emotions for investors this week. Our focus is China. China of course is where COVID-19 originated in late 2019. It felt the impact first. It shut down vast swathes of its economy in response and it is now coming out of it, first. All indications are that the world’s second-largest economy, by some measures occasionally the largest, is making a comeback. It looks like an impressive one. Continue Reading »
HORROCKS – PANDEMIC INVESTING IN ASIA
PANDEMIC INVESTING IN ASIA
Matthews Asia’s Chief Investment Officer Robert Horrocks notes there have been expected challenges and unexpected benefits to managing their Asian portfolios remotely. Continue Reading »
China’s Economic Comeback Offers Specific Investment Opportunities
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