23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] Matthews Asia Strategic Income [1] MAINX [Portfolio weight] 6
I bought MAINX in the month after the Observer profiled the fund. Matthews is first rate, the arguments for reallocating a portion of my fixed-income exposure from developed to developing markets struck me as sound and Ms. Kong is really sharp. And it’s working. My holding is still up about 3% while both the world bond group and Aberdeen Asia Bond trail badly. She’s hopeful that pressure of Asian currencies will provoke economic reform and, in the meantime, has the freedom to invest in dollar-denominated bonds.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?