Asia: Seeking Growth and Income

SPONSORED BY : Matthews Asia

By Matthews Asia

Added 9th May 2016

Asia is home to many of the world’s fastest growing economies.

Despite dramatic increases in the standards of living in Asia over the past decades, the headline equity market has not always delivered the returns you would expect. We believe this is because the composition of the equity market often has a large weighting to the more cyclical businesses which are more reflective of the old Asia, rather than the up and coming ‘new Asia’ which is made up of more entrepreneurial type businesses. But not only is the headline growth rate in Asia changing, the make-up of that growth and the companies leading the charge is changing and the benchmarks are often failing to keep up with the pace of change.

However, while it is a good strategy to be invested in the fastest growing part of the world, you might not see any of the end benefit unless you are aligned with businesses that will share this growth with you. At Matthews Asia, we believe dividends can signal strong management, intelligent allocation of capital and an alignment with shareholders. So where can you find companies that pay a sustainable and growing dividend in Asia today?

Watch our latest video with Robert Horrocks, Matthews Asia’s Chief Investment Officer and Lead Portfolio Manager, to hear which sectors and countries are fertile grounds for long-term investors and whether Asia is able to withstand tighter monetary policy in the U.S.

For our latest views on dividend investing in Asia visit our website or contact:

Neil Steedman 

Head of UK Business Development

Matthews Asia

12 Mason’s Avenue

London EC2V 5BT

Tel. 020 3728 2660

For institutional/professional investor use only. Past performance is no guarantee of future results. The views and information discussed in this article are as of the date of publication, are subject to change and may not reflect the writers’ 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. 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. Investing in small- and mid-size companies is more risky than investing in large companies as they may be more volatile and less liquid than large companies. You should carefully consider the investment objectives, risks, charges and expenses of the Matthews Asia Funds before making an investment decision. The current prospectus, Key Investor Information Document or other offering documents (“Offering Documents”) contain this and other information and can be obtained by visiting Please read the Offering Documents carefully before investing as they explain the risks associated with investing in international and emerging markets.

This document does not constitute investment advice or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. It is the responsibility of any persons wishing to subscribe for shares to inform themselves of and to observe all applicable laws and reg­ulations of any relevant jurisdictions. Prospective investors should inform themselves as to the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of shares, and any foreign exchange restrictions that may be relevant thereto. This document does not constitute investment, legal or tax advice.

The subject matter 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 (“Matthews Asia”) does not accept any liability for losses either direct or consequential caused by the use of this information.

In the UK, this document is only made available to professional clients and eligible counterparties as defined by the Financial Conduct Authority (“FCA”). Under no circumstances should this document be forwarded to anyone in the UK who is not a professional client or eligible counterparty as defined by the FCA. Issued in the UK by Matthews Global Investors (UK) Limited (“Matthews Asia (UK)”), which is authorised and regulated by the FCA, FRN 667893.

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