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Matthews Asia - Asia Insight

We are pleased to introduce Matthews Asia funds to RL360° Quantum, Oracle, Paragon and LifePlan.

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Andy Rothman's views on today's China

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Which China are you looking at?

Few investors recognize that this is almost certain to be the third consecutive year in which the manufacturing and construction part of China’s economy will be smaller than the consumption and services part.


What else have we learned about China in 2015? Andy Rothman's "Synology" explains.


Andy Rothman lived and worked in China for more than 20 years, analysing the country's economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm's thoughts on how China should be viewed at the country, regional and global level.


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Robert Horrocks' views on Asia

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Chief Investment Officer Outlook

Matthews Asia Chief Investment Officer Robert Horrocks analyzes the year’s investment headwinds and opportunities. He highlights aspects of the current environment that may lend confidence in Asia’s ability to weather global deflationary forces—considering inflation rates, policy responses, financial system reforms and valuations for the companies that will support real economic growth trends in Asia.


Learn more about the Matthews Asia - Asia Dividend Fund

Learn more about the Matthews Asia - Pacific Tiger Fund

Learn more about the Matthews Asia - Japan Fund

Learn more about the Matthews Asia - India Fund


February 2016

Please note that these are the views of Andy Rothman, Investment Strategist, Matthews Asia and Robert Horrocks, PhD, Chief Investment Officer, Matthews Asia and should not be interpreted as the views of RL360°.

Authors

Andy Rothman

Investment Strategist


Robert Horrocks, Phd

Chief Investment Officer


Matthews Asia, February 2016

Please note that these are the views of Andy Rothman & Robert Horrocks,Phd for Matthews Asia and should not be interpreted as the views of RL360°.

360° fund links

Funds from Matthews Asia have recently been introduced to our guided-architecture products LifePlan, Oracle, Paragon, Protected Lifestyle Lebanon and Quantum. They can also be accessed through our PIMS portfolio bond.