China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster .
We saw some big trend reversals in 2012's fund launches.
Sometimes a manager's track record isn't enough to draw a crowd.
Seafarer's Andrew Foster discusses how inflation, currency risk, and growth moderation could spoil the emerging-markets party.
Matthews makes a manager change and more.
Upromise, Nevada drop Vanguard, hire State Street.
Andrew Foster of Analyst Pick Matthews Asian Growth & Income says the fund has been focusing on the emerging services economy in Asia and sees valuation opportunity in some Japan stocks, including a pharma pick.
Valuations are beginning to disconnect from the pace of fundamental growth in some emerging markets, but targeted values can still be found, says Matthews Asia Funds' Andrew Foster .
You should carefully consider the investment objectives, risks, charges and expenses of the Matthews Asia Funds before making an investment decision. A prospectus with this and other information about the Funds may be obtained by visiting matthewsasia.com. Please read the prospectus carefully before investing as it explains the risks associated with investing in international markets. Investing in international markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. In addition, single-country and sector funds may be subject to a higher degree of market risk than diversified funds because of concentration in a specific industry, sector or geographic location. Investing in small- and mid-size companies is more risky than investing in large companies as they may be more volatile and less liquid than large companies. Matthews Asia Funds are not available for sale outside the United States, Puerto Rico, Guam and the U.S Virgin Islands. The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect the writers’ current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Matthews International Capital Management, LLC does not accept any liability for losses either direct or consequential caused by the use of this information. Matthews Asia Funds are distributed by PFPC Distributors, Inc. ©Matthews International Capital Management, LLC
Andrew Foster of Analyst Pick Matthews Asian Growth & Income says Asia-stock dividends are picking up steam but may be volatile due to currency effects.