Markets Recon

Matthews Asia

Est. 1991

51-200 employees Investment Management

About Matthews Asia

Matthews Asia is an independent investment specialist founded in 1991. Using a long-term fundamental investment approach, the firm manages a broad range of of Asia- and emerging market-focused investment solutions on behalf of institutions, advisors and individual investors globally.

The information contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews International Capital Management, LLC does not accept any liability for losses either direct or consequential caused by the use of this information. The views and information discussed on Matthews Asia's page on LinkedIn are as of the date of publication, are subject to change and may not reflect the writers' current views.

Social media policy: https://www.matthewsasia.com/social-media-policy/

©2025 Matthews International Capital Management, LLC

Expertise

Investing, Active Management, Asia Investing, Emerging Markets, Equities, Fixed Income, Asset Management

Q3 2026 CIO Review and Outlook

06 Oct 2026

Matthews Chief Investment Officer Sean Taylor examines the forces shaping emerging markets, from AI and technology to infrastructure, commodities and financials. He shares his perspective on the op...

By Matthews Asia In Portfolio Construction, Emerging Markets, Thematic / Megatrends, Equities, Private Markets

The Japan Opportunity: Outlook

17 Aug 2026

Shuntaro Takeuchi discusses the team’s outlook for Japanese equities and the potential opportunities created by Japan’s broad market.

By Matthews Asia In Macro, Portfolio Construction, Equities

How We Invest in Japanese Equities

11 Aug 2026

Portfolio Manager Shuntaro Takeuchi explains the team’s three-bucket approach to investing in Japanese equities.

By Matthews Asia In Portfolio Construction, Equities

Thematic Drivers in Japan

11 Aug 2026

Portfolio Manager Donghoon Han discusses opportunities in Japanese equities driven by AI, robotics, and semiconductors.

By Matthews Asia In Thematic / Megatrends, Portfolio Construction, Macro, Equities

Q2 2026 CIO Review and Outlook

02 Jul 2026

Chief Investment Officer Sean Taylor reviews the key drivers behind a strong second-quarter performance across emerging markets, Asia and Japan, and shares his outlook for the second half of 2026....

By Matthews Asia