Markets Recon

Matthews Asia

since 1991

51-200 employees
Investment Management

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 2025 EM Equity Portfolio Review

2 days ago

We review the performance of the Matthews Emerging Markets Equity strategy.

By Matthews Asia In Equities, Portfolio Construction, Emerging Markets

Q3 2025 CIO Review and Outlook

8 days ago

Emerging market returns were driven by North Asia, extending a trend so far this year.

By Matthews Asia In Emerging Markets, Portfolio Construction

Q3 2025 CIO Review and Outlook

9 days ago

Emerging markets delivered a strong performance in the quarter, primarily driven by returns in North Asia and AI-related sectors.

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

Countries Matter

18 days ago

Country allocation is a key component for leveraging growth opportunities and managing risk across Emerging Markets.

By Matthews Asia In Portfolio Construction, Equities, Emerging Markets

Managing Opportunities and Risk

18 days ago

How we look at Emerging Markets and the tools we use to generate alpha and control exposure.

By Matthews Asia In Emerging Markets, Hedge Funds

Why Go Active in Emerging Markets

23 days ago

How active portfolio managers can unlock the full potential of emerging markets.

By Matthews Asia In Portfolio Construction, Emerging Markets

The Era of the ABA Trade?

1 month ago

Executive Chairman Mark Headley presents his view on Anywhere But America—The ABA Trade

By Matthews Asia

Why Go Active in Japan

2 months ago

How to leverage Japan’s investment opportunities over the medium term.

By Matthews Asia In Macro

Taiwan—Beyond Tech

2 months ago

Read Portfolio Manager Winnie Chwang’s insights after a recent research trip to Taiwan

By Matthews Asia In Emerging Markets, Portfolio Construction, Equities