Buying Growth at a Discount – Value Investing is Alive and Well in Asia – Matthews Asia – 12.4.18

Summary:

Now On Demand.

Volatile markets can be unsettling but they also create opportunities, especially for value investors. While no one knows how long the current market volatility will last, investing in a region that offers a compelling secular global growth story may put investors’ portfolios in a better position for 2019 and beyond. Amid this backdrop, we believe Asian equity markets should deliver strong returns over the long term–particularly shares of companies that are attractively valued.

Please join Matthews Asia Portfolio Strategist David Dali and Beini Zhou, Lead Portfolio Manager of the Matthews Asia Value Fund, for this interactive webcast. With nearly three decades of experience in emerging markets equities, David will offer perspective on the global macroeconomic environment and outlook. Beini will provide insights on why value investing in Asia is more attractive than ever. Discussion topics will include:

• A macro view of today’s international and emerging markets
• Where investors can find secular growth in today’s market
• How a value approach in Asia differs in the U.S. and Europe
• How to invest intelligently in Asian stocks that have fallen in value
• Why buying growth at a discount is prudent regardless of the market environment

Speakers:

David Dali is a Portfolio Strategist at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also serves as a proxy to Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund. David has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University.

Beini Zhou is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Value Strategy, and co-manages the Asia Small Companies Strategy. Prior to joining Matthews Asia in 2013, he was a Research Analyst with Artisan Partners on the Global Value Team, responsible for covering pan-Asia stocks across all industries. Before joining Artisan in 2005, Beini spent three years as a senior product analyst at Oracle Corp. He received an M.S. in Computer Science from the University of California, Berkeley and a B.A. in Applied Mathematics from Harvard College. He is fluent in Mandarin.