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Excerpts from Year of the Ox: Reasons to Be Bullish on China

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In this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we’ll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China. 

With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneurial economy and is well-positioned to set the stage for future growth.

Speakers from Matthews Asia — Andy Rothman, Investment Strategist; Winnie Chwang, Portfolio Manager; and John Paul Lech, Portfolio Manager — explore how portfolios can gain exposure to the world’s second largest economy and share key thoughts on the state of China’s economic recovery, U.S.-China relations under the Biden administration, and more. 

The full on-demand webcast can be found here:

Andy Rothman, Investment Strategist

Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. Embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.

Winnie Chwang, Portfolio Manager

Winnie Chwang is a Portfolio Manager at Matthews Asia and manages the firm’s China Small Strategy and co-manages the China, Asia ESG and Pacific Tiger 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.

John Paul Lech, Portfolio Manager

John Paul Lech is a Portfolio Manager at Matthews Asia and manages the firm’s Emerging Markets Equity Strategy. Prior to joining the firm in 2018, he spent most of his 10 years at OppenheimerFunds (subsequently acquired by Invesco) as an Analyst and Portfolio Manager on a diversified emerging market equity strategy. John Paul started his career as an Analyst and Associate at Citigroup Global Markets, Inc. John Paul earned both an M.A. and a B.S.F.S from the Walsh School of Foreign Service at Georgetown University. He is fluent in Spanish and conversational in French and Portuguese.