Small caps – a great way to generate alpha?

9. August 2023

The inflationary environment is lasting longer than expected. At the same time, fears of a recession are spreading. Against this background, what is the current outlook for Asian small caps? We talked to Matthews Asia’s Portfolio Manager Vivek Tanneeru to dive deeper into the topic. He outlines that the inflationary environment in Asia is different from that in the West, and how to find the right companies in Asia to generate returns for investors. Vivek Tanneeru further talks about the opportunities in China and India and in which industries interesting investments arise.