RL360 - Matthews Asia - Eight Investment Ideas for 2023

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Matthews Asia - Eight Investment Ideas for 2023



Matthews Asia’s investment team has experience seeking out investment opportunities across all market cycles. Here are eight ideas to help you navigate today’s volatile markets


8 Investment Ideas for 2023


1. The Future of Emerging Markets is Now.

Emerging markets have offered growth and diversification benefits to investors for more than 30 years. Learn why we’re bullish on these regions.

Pragmatism in Post-Election Brazil

Five Reasons Why Emerging Markets Are Investable Today


2. Are You Prepared for China’s Return? 

China’s zero-COVID policies may have been a speed bump in their economic growth, and we think China continues to offer investment opportunities—if you know where to look. Stay up to date on China’s reopening.

The Reopening of China
Portfolio Manager Roundup: Positioning for China’s Reopening


3. Hot Spots in Sustainable Investing. 

If you want to make a difference with your portfolio, emerging markets are home to companies that are seeking to change the world, for the better.

Sustainable Rules and Opportunities


4. Ride the New Wave of Innovation. 

Emerging markets lead the way in a range of innovations from technology to pharmaceuticals to business process improvements. We think they’re just getting started, learn why.

Asia: The Early Innings of Innovation
Three Things Needed to Nurture Innovation


5. India’s Economic Boom.

 India has favorable conditions that we think bode well for long-term investors: a supportive government, stable monetary environment, and consistent and predictable regulatory oversight nurture for business growth. Read about the opportunities we’ve identified.

Why I Like India Autos


6. Small-cap Companies Ready to Soar. 

Small-cap companies have been powerhouses of growth in these regions. We have a track record of identifying companies before they’re part of benchmark indexes and seek out these often-overlooked companies to benefit from their potential growth.

Small Caps: China's Engines of Growth


7. The New Era of Re-globalization. COVID, conflict and supply-chain shocks have impacted economies and trade around the world. Here’s where we’re looking for prospects.

Make it India


8. Exposure vs. Opportunity. We believe active management offers the best potential for long-term outperformance, especially in emerging markets. Our portfolio managers have the local knowledge and investment experience to uncover opportunities, no matter where they’re located.

Investment Process



Important information


The views and information discussed in this report 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 liquidity, 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.

March 2023

Please note that these are the views of Matthews Asia and should not be interpreted as the views of RL360.


Matthews Asia

March 2023

Please note that these are the views of Matthews Asia and should not be interpreted as the views of RL360.

360 fund links

A range of Matthews Asia funds can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, LifePlan, Oracle, Paragon, Protected Lifestyle, LifePlan Lebanon, Protected Lifestyle Lebanon, Quantum, Quantum Malaysia and also through our PIMS portfolio bond.