More From Matthews Asia
An Asian Rally Will Likely Hinge on This
Although Asian markets have outperformed most of the other regions this year, their performance over the past few years has remained sluggish overall.
Why Investors Need Not Worry Over the Asian Rally
Asian equities have seen a sharp rally in 2017 due to attractive valuations and upward earnings potential.
Why Investors Must Focus on Quality Asian Stocks
The Bloomberg J.P. Morgan Asia Dollar Index, which tracks the ten most active currencies in the region (excluding Japan), has spiked 3.4% since December 28.
Are Asian Economies Stabilizing or Not?
While the weak global economic recovery has weighed heavily on Asian exports, domestic weakness has also played a role in the region’s economic slowdown.
Will North Korea Undermine Broader Asian Markets?
Under Kim Jong-Un, North Korea has adopted a more aggressive stance toward its regional adversaries, fueling unprecedented tension in the region.
Why US Policy Uncertainty Could Trip up Equities
Since Donald Trump took office, there has been a surge in business confidence on the hope that his new administration will cut corporate taxes.
Is It Time to Focus on Asian Markets?
Asian nations (AAXJ) are experiencing a continuation of the economic recovery that has been going on for a couple of quarters now.
Substantial Asia Exposure Could Improve Risk-Adjusted Returns
A higher allocation to Asia could certainly provide diversification benefits to investors while enhancing their risk-adjusted returns.
Why Investors Should Consider Core Asian Funds
The EAFE Index provides exposure to slow-growing developed markets while disregarding Asia’s fast-growing markets (FXI) (INDA).
Using Asian Markets’ Low Correlation with US Markets
The correlation between US and international markets varies depending on market cycles.
Asian Markets Could Generate Higher Returns
In the short term, Asian benchmarks and ETFs have also performed better than US-focused funds.
Global Benchmarks Are Underexposed in Asian Markets
Many Asia benchmarks covering high market capitalization across the region provide exposure only to Chinese stocks (FXI) (EWH) listed in Hong Kong, also known as H-shares.
US Investors Persistently Underweight on Asia
Although American investors have focused on domestic markets in the past, investors seeking long-term capital appreciation need to focus on Asia as well.
How Structural Changes Are Transforming Asia’s Economy
The rapid rise in income levels and robust population growth in Asian nations (AAXJ) should sustain strong consumption growth.
What’s behind Asia’s High Total Factor Productivity Growth?
Total factor productivity measures increases in overall output due to technological advancement without an increase in inputs.
What’s Driving Asia’s Growth?
For the last three decades, Asia has posted higher economic growth than any other region of the world.
A Look at Asia’s Continuing Rise
Asian economies’ rapid urbanization is notable. A shift is expected to unfold in the next few decades, which should boost development and business growth.