Matthews Asia
This story is available exclusively to Insider subscribers.
Become an Insider and start reading now.
Michael Oh, manager of the Matthews Asia Innovators Fund, shared 3 firms he likes over 5-10 years.
Oh also broke down for Insider the 4 pillars of his investing strategy.
He highlighted some of the structural trends that will fuel growth in Asia going forward.
Benchmark indexes tracking Asian markets are inefficient, according to Michael Oh. With their allocations to big banks and industrials firms, the indices look backwards and don't generate the returns a future-focused strategy can, the manager of the Matthews Asia Innovators Fund told Insider on Monday.