Finding Growth In Asia by David Dali, Matthews Asia “China is now taking market share from the same companies that once supplied it with necessary imports. This is happening across sectors—manufacturing, industrial and consumer-related alike.” As investors, we tend to look for themes to guide medium- to long-term asset allocations. So far this year has been riddled with volatility, resulting from the uncertainty surrounding several factors, including the inception of the U.S. Federal Reserve interest rate hiking cycle, the basket linkage and subsequent devaluation of the Chinese currency, an ongoing commodity supply glut and a diverse set of global central…
Matthews Asia: Finding Growth In Asia
Guest Post
If you are interested in contributing to ValueWalk on a regular or one time basis read this post http://www.valuewalk.com/guest-posts-hedge-fund-letters/ We do not accept any outside posts or even ads on penny stocks, ICOs, cryptos, forex, binary options and related products.