Author Topic: Asia Weekly Commentary by Matthews-Asia Explores Pandas  (Read 1598 times)

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Offline PandaCollector

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Asia Weekly Commentary by Matthews-Asia Explores Pandas
« on: January 17, 2013, 08:37:01 PM »
Here is an article that I certainly enjoyed:

http://us.matthewsasia.com/perspectives-on-asia/asia-weekly/default.fs

According to their website. "Matthews is the largest dedicated Asia-only investment specialist in the United States." It manages assets in excess of $19 billion (2012).

Best wishes,
Peter Anthony
China Pricepedia
www.pandacollector.com


Offline Birdman

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Re: Asia Weekly Commentary by Matthews-Asia Explores Pandas
« Reply #1 on: January 17, 2013, 09:03:35 PM »
Here is an article that I certainly enjoyed:

http://us.matthewsasia.com/perspectives-on-asia/asia-weekly/default.fs

According to their website. "Matthews is the largest dedicated Asia-only investment specialist in the United States." It manages assets in excess of $19 billion (2012).

Best wishes,
Peter Anthony
China Pricepedia
www.pandacollector.com



I too enjoyed reading it, Peter.  Your small talk at the airport may lead to a few more deep-pocketed investors getting interested in collecting pandas.  Good work.  You are skilled in communicating and telling a good story.

Regards,
Birdman

Offline SANDAC

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Re: Asia Weekly Commentary by Matthews-Asia Explores Pandas
« Reply #2 on: January 17, 2013, 10:57:16 PM »
My takeaway for the article is this sentence: "What I find so interesting about these coins is the evolving investor base".  This guy got it, it is the initial misallocation of capitals and the subsequent redirection to equilibrate that's interesting.  IMO, he is less interested about investing in Panda than use it as one of the index to gauge the changing Chinese investing community.

Offline yennus

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Re: Asia Weekly Commentary by Matthews-Asia Explores Pandas
« Reply #3 on: January 18, 2013, 09:38:37 AM »
Thanks Pandacollector! Super interesting article!