Matthews Japan manager Taizo Ishida on the rising importance of Asian markets to Japanese companies and the need for a long time horizon in the region.
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.
Contract research organization Parexel is exploiting its global footprint to rapidly enroll patients in drug studies.
The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
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