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.
Tag : robert horrocks
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.