Matthews Asia: Finding Growth In Asia

Finding Growth In Asia by David Dali, Matthews Asia

"China is now taking market share from the same companies that once supplied it with necessary imports. This is happening across sectors—manufacturing, industrial and consumer-related alike."

As investors, we tend to look for themes to guide medium- to long-term asset allocations. So far this year has been riddled with volatility, resulting from the uncertainty surrounding several factors, including the inception of the U.S. Federal Reserve interest rate hiking cycle, the basket linkage and subsequent devaluation of the Chinese currency, an ongoing commodity supply glut and a diverse set of global central bank monetary policies. So where can an investor find a reasonable investable theme? One thematic idea that I find...