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.
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 Worldwide manager says the fund has been adding to existing holdings amid the sell-off to maintain its pre-crisis weighting to Japanese names, but has been exercising restraint in the region.
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.
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