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.
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.
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.
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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