Asia Small Caps – a great way to generate alpha?

Inflationary pressures are lasting longer than expected. Concurrently, fears of a potential recession are spreading. Given this context, what is the current outlook for Asian small caps? We talked to Matthews Asia’s Portfolio Manager Vivek Tanneeru to learn more. He highlights the distinct nature of inflation in Asia compared to the West and outlines how to find the right companies in Asia to generate returns for investors. Furthermore, Tanneeru talks about the opportunities in China and India and identifies sectors with intriguing investment prospects.