„We believe China, and to a lesser extent India, are the only two markets outside the U.S. where small cap holdings have the potential to double or triple revenue in a very short space of time”, says Vivek Tanneeru, portfolio manager at Matthews Asia. However, Tanneeru who manages the ten year old Matthews Asia Small Companies Fund, believes: “Active investing untethered to index benchmarks is the key to harnessing this growth because the index doesn’t reflect the opportunities that exist for investors in the market.”
You can find his latest commentary on Chinese, Indian and other Asian small caps here: „Navigating Growth and Valuation Challenges in China and India for Small Cap Investors”.
Image sources
- Logo Matthews Asia_new: Matthews Asia
