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Matthews Asia - Asia Insight

Matthews Asia is an independent investment management firm focused solely on investing in Asia. They specialise in actively managed, bottom-up portfolio management, with a focus on generating long-term investment performance.

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Andy Rothman's deeper perspective on China and its economy.

Image of PDF Article regarding China

Better profits, less tension with Trump

The Chinese economy is off to a healthy start in 2017, with profits at larger industrial firms on the rise and concerns about trade tensions with the Trump administration easing off.

Improved profitability is likely behind the jump in confidence among entrepreneurs surveyed by China’s central bank. The combination of stronger profits and sentiment may deliver higher business investment spending in the coming quarters.

Andy Rothman's "Sinology" explains, why China is no longer an export-led economy. Last year, domestic consumption accounted for two-thirds of China's economic growth. Moreover, the impact of any U.S. broad tariff on imports from China would be much lighter on the Chinese economy than most people expect. Only about 18% of China's exports go to the U.S., limiting the impact of any new barriers to the American market.

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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Colin Dishington's insight on Asian market trends.

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A look at Liquidity

Colin Dishington, Research Analyst for Matthews Asia, scans liquidity trends in the Asia. "What is most striking has been the increase in liquidity across Asia, which has risen almost six-fold since 1996. On the whole, the continued development of capital markets in Asia has opened up a greater pool of stock markets and individual companies from which we can conduct our bottom-up analysis."

There are a multitude of reasons for the region's improving liquidity, but the most prominent and recurring factors have included:

  • Increased wealth
  • Changes in shareholder structure
  • Easing of regulations and improved accessibility for market participants

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

May 2017

Please note that these are the views of Andy Rothman, Investment Strategist, Matthews Asia and Colin Dishington, CA, CFA, Research Analyst, Matthews Asia and should not be interpreted as the views of RL360.


Andy Rothman

Investment Strategist, Matthews Asia

Colin Dishington, CA, CFA

Research Analyst, Matthews Asia

May 2017

Please note that these are the views of Andy Rothman and Colin Dishington for Matthews Asia and should not be interpreted as the views of RL360.

360 fund links

Funds from Matthews Asia are available via our guided architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle and Protected Lifestyle Lebanon, and also through our PIMS portfolio bond.