Emerging Asia: The Next Frontier
For
many investors, the word "emerging" conjures up thoughts of a country
at a particular stage of economic development. However, as Asia
continues along its growth path, new opportunities should also emerge as
capital markets deepen, productivity increases and patterns of
consumption change.
Portfolio Managers Taizo Ishida and Robert
Harvey will discuss how investors should view emerging markets and
explains what really sets Asia apart. Taizo and Robert will share what
they believe matters when looking at the region's emerging and frontier
markets, and explains his process for capturing these opportunities.
Click Here to view the Presentation
Speaker: Taizo Ishida - Portfolio Manager, Matthews Asia
Bio: Taizo
Ishida is a Portfolio Manager at Matthews Asia. He manages the firm’s
Asia Growth and Emerging Asia Strategies, and co-manages the Japan
Strategy. Prior to joining Matthews Asia in 2006, Taizo spent six years
on the global and international teams at Wellington Management Company
as a Vice President and Portfolio Manager. From 1997 to 2000, he was a
Senior Securities Analyst and a member of the international investment
team at USAA Investment Management Company. From 1990 to 1997, he was a
Principal and Senior Research Analyst at Sanford Bernstein & Co.
Prior to beginning his investment career at Yamaichi International
(America), Inc. as a Research Analyst, he spent two years in Dhaka,
Bangladesh as a Program Officer with the United Nations Development
Program. Taizo received a B.A. in Social Science from International
Christian University in Tokyo and an M.A. in International Relations
from The City College of New York. He is fluent in Japanese. Taizo has
been a Portfolio Manager of the Matthews Asia Growth Fund since 2007, of
the Matthews Japan Fund since 2006 and of the Emerging Asia Fund since
its inception in 2013.
Speaker: Robert Harvey, CFA - Portfolio Manager, Matthews Asia
Bio: Robert Harvey is a Portfolio Manager at Matthews Asia and
co-manages the firm's Emerging Asia strategy. Prior to joining Matthews
Asia in 2012, he was a Senior Portfolio Manager at PXP Vietnam Asset
Management from 2009 to 2012, where he focused on Vietnamese equities.
Previously, he was a Portfolio Manager on the Global Emerging Markets
team at F&C Asset Management in London from 2003 to 2009. Robert
started his investment career in 1994 as an Assistant Equity Portfolio
Manager with the Standard Bank of South Africa's asset management
division. He received a Bachelor of Commerce in Accountancy and
Commercial Law from Rhodes University in South Africa and a Bachelor of
Accounting Science in Advanced Management Accounting, Taxation and
Auditing at the University of South Africa. Robert has been a Portfolio
Manager of the Matthews Emerging Asia Fund since its inception in 2013.
