In partnership with Matthews Asia
Robert Horrocks PhD, Chief Investment Officer, Matthews Asia, concludes his three-part look at how investors are allocating their money as if the short-term trend is now the long-term reality
Tag : robert horrocks
In partnership with Matthews Asia
Robert Horrocks PhD, Chief Investment Officer, Matthews Asia, continues his look at how investors are allocating their money as if the short-term trend is now the long-term reality
In partnership with Matthews Asia
Investors are allocating their money as if the short-term trend is now the long-term reality, writes Robert Horrocks PhD, Chief Investment Officer, Matthews Asia.
Bearish sentiment on emerging markets has created buying opportunities, says Matthews Asia, which may look to launch Asia funds in Hong Kong, the firm's first outside the US.
Matthews Asia CIO Robert Horrocks spies opportunities from changing spending patterns in China. And while BoA Merrill warns of hot-money inflows, it too favours the consumer sector.
Mathews Asia's Robert Horrocks says Greek default would have minimal impact on Asia. The firm talks about its expansion and product plans.
The CSRC's drive to elevate dividend payout ratios, combined with investors' desire for transparency, potentially spells good news for China equities.