Looking around the world, one of the most under-owned asset classes after years of underperformance is emerging markets. And one of the least understood and appreciated at this particular time is Asia, especially China. Once a darling of investors, it has lost favor for geopolitical, political, and business reasons.
So what better time to delve into Asia than now?
On this week’s program, we will be joined by Robert Horrocks, Ph.D. and Chief Investment Officer of Matthews Asia, one of the first American mutual funds to focus solely on the region.
Horrocks will bring us up to speed on China’s economy and markets and the other Asian markets he deems worthy of our attention. Of particular interest to me is how to invest in this fast-growing region while minimizing China’s powerful political risks.
WEALTHTRACK Episode #1903 broadcast on July 15, 2022
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ROBERT HORROCKS
- Chief Investment Officer,
- Matthews Asia
ACTION POINT
READ “AGAINST THE GODS: THE REMARKABLE STORY OF RISK”
ONE INVESTMENT
BUY INTERNATIONAL EQUITIES
- Broad international, emerging markets or Asia focus
- Most US investors are underweight international stocks following extreme US outperformance
ARCHIVE
Robert Horrocks from the WEALTHTRACK archives:
Peter Bernstein from the WEALTHTRACK archives:
WEB EXTRA
BEYOND ASIA
Matthews Asia was one of the first U.S. mutual fund firms to specialize solely in Asia. Three decades later, it has branched out to other emerging markets as well. Chief Investment Officer Robert Horrocks explains how Asia’s investment success made expansion a necessity.
