Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia

UBS On-Air: Market Moves
23/10/2025 16 min

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Episode Synopsis

Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the macro factors that have driven China’s markets, and how conditions might evolve in the months ahead. Plus, a look at how Artificial Intelligence and US trade policy might shape China’s market outlook, a review of market risk considerations, and how to approach an allocation to China. Host: Daniel Cassidy Recorded on 07 October 2025

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