The Case for Greater China Exposure in Your Global Portfolios – Matthews Asia – 3.5.20

Overview:
Title: The Case for Greater China Exposure in Your Global Portfolios
Date: Thursday, March 5, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

With U.S.–China trade tensions subsiding, China continues to boast a vibrant, entrepreneurial economy, creating opportunities for investors with a long-term view. While many U.S. investors remain underexposed to this region, we believe China is still the world’s best consumer story and will continue to be a key driver of global economic growth.

Please join Matthews Asia Portfolio Strategist Jeremy Murden and Portfolio Manager Winnie Chwang for an interactive discussion on:

  • Coronavirus, trade talks and the U.S.–China relationship
  • Why China remains a global growth engine
  • Investing in China’s A-share market
  • Sector opportunities in the region
  • Reasons to increase your allocation to China

Speakers:
Jeremy Murden Jeremy Murden Portfolio Strategist Matthews Asia

Jeremy Murden is a Portfolio Strategist at Matthews Asia. In his role with the investment team, Jeremy serves as a proxy for portfolio managers and provides macro thought leadership and individual portfolio insights to clients. Prior to joining Matthews Asia in 2018, Jeremy spent 10 years as a Senior Investment Manager Analyst and Investment Committee Member at William Blair, leading external equity manager coverage. He started his career in distribution as a Product Specialist at Claymore Securities, now known as Guggenheim Funds. Jeremy earned his MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Commerce from DePaul University. He also holds the Chartered Alternative Investment Analyst designation.
Winnie Chwang Winnie Chwang Portfolio Manager Matthews Asia

Winnie Chwang is a Portfolio Manager at Matthews Asia and co-manages the firm’s China and Asia ESG Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.

This webcast will reflect the opinions of Matthews Asia. The views and information discussed herein are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Past performance is no guarantee of future results. The information contained herein has been derived from 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 Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.

Matthews Asia is the brand for Matthews International Capital Management, LLC and its direct and indirect subsidiaries.