WealthTrack Q&A With Kenneth Lowe, Manager, Matthews Asia Focus Fund & David Nadel, Manager,RISNX

Ted

FYI: We discuss volatility and opportunity in three major emerging markets. Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India.
Regards,
Ted
http://wealthtrack.com/recent-programs/nadel-lowe-volatile-opportunities/


M* Snapshot Of MAFSX: http://quotes.morningstar.com/fund/f?t=MAFSX&region=usa&culture=en-US

M* Snapshot Of RISNX: http://quotes.morningstar.com/fund/risnx/f?t=RISNX

PRESSmUP

That's an interesting discussion...if you agree with the conclusions, that puts SFGIX in the spotlight given their Brazilian exposure, plus a higher % of assets allocated to India than any of the Matthews funds managed by Kevin Lowe.

AndyJ

PRESSmUP said:

That's an interesting discussion...if you agree with the conclusions, that puts SFGIX in the spotlight given their Brazilian exposure, plus a higher % of assets allocated to India than any of the Matthews funds managed by Kevin Lowe.

Those were Nadel's conclusions only. Lowe's answer about India was that there's no margin of safety in stock prices there anymore, and Matthews as conservative-quality investors can't find much there that fits their criteria after the big runup.