Matthews Asia 3Q16 Letter To Shareholders by Robert Horrocks, PhD Dear Valued Investors, Fiscal policy seems to be on everyone’s mind these days. There may be various reasons for this: one, the U.S. presidential election is upon us, and there is nothing like an election for bringing to the surface grandiose plans for government spending; two, there is a widespread belief (one that I don’t entirely share) that monetary policy has reached its limit and can do no more; and three, there is continued disappointment with the rate of global economic growth. This has spurred, in part, higher commodity prices…
Matthews Asia 3Q16 Letter To Shareholders
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