Andrew Mattock

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Global Economy & Central Banks Just now (05:31 PM IST)

Matthews Asia’s Mattock Sees China as the Missing Piece in AI Exposure

Matthews Asia portfolio manager Andrew Mattock is pitching a strategy that places China at the center of a broader artificial intelligence allocation, arguing that investors may be overlooking the world’s second-largest economy as a critical source of AI-linked upside. The approach comes as global markets continue to concentrate AI exposure in the U.S., even as China’s industrial base, supply chains and domestic technology ecosystem remain deeply embedded in the sector’s long-term growth path.

By RDU Global Wire5 min read

Defence, Intelligence & Aerospace9h ago

China Seen as the Missing AI Piece for Investors Seeking Broader Exposure

Investors trying to increase their exposure to artificial intelligence may need to look beyond broad emerging-market funds and toward China, according to Matthews Asia portfolio manager Andrew Mattock. He argues that standard EM products leave out a meaningful share of the AI opportunity, while China-focused strategies offer more direct access to the companies driving the theme.

5 min readRead →

India Sports & Cricket9h ago

India's World Cup ODI build-up begins in Thiruvananthapuram as Kohli, Rohit and Gill anchor a pivotal series

India's three-match ODI series against the West Indies opens in Thiruvananthapuram with unusual anticipation for a bilateral contest, underscored by a rapid ticket sellout and the looming 2027 World Cup. The series offers both a strategic testing ground for captain Shubman Gill's side and a rare chance to watch Virat Kohli and Rohit Sharma, still chasing major ODI milestones late in their careers.

7 min readRead →

Society, Crime & Public Affairs7h ago

Ryan Murphy's 'Monster: The Lizzie Borden Story' Draws Fire for Turning a Historic Murder Case Into a Stereotype-Ridden Spectacle

Ian Brennan's latest entry in the Monster franchise revisits the Lizzie Borden case with a lurid, time-jumping approach that critics say collapses under its own sensationalism. Rather than deepening the historical or social context of the infamous Fall River murders, the series is being criticized for reducing women killers to a patchwork of blood, violence and recycled true-crime tropes.

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World Politics & Diplomacy9h ago

Berkshire Nearly Doubles Lennar Stake as Buffett-Backed Bet on Housing Slump Deepens

Berkshire Hathaway has nearly doubled its stake in Lennar, signaling a larger wager on a long-term recovery in the U.S. housing market even as the homebuilder faces weakening demand, softer revenue and higher mortgage rates. The move lifted Berkshire's holding to about 10.9% of Lennar's shares, triggering rapid SEC disclosure requirements after the stake crossed the 10% insider threshold.

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World Politics & Diplomacy1h ago

Crusoe Drops $1.25 Billion Boom Turbine Deal, Recasting AI Power Plans

Crusoe has abandoned plans to buy $1.25 billion worth of Boom Supersonic's new stationary turbines, ending a launch partnership that was meant to anchor the Denver startups' shared bet on AI infrastructure and next-generation power. The split underscores how quickly the economics and engineering of AI data center energy supply are shifting, even as Crusoe says its broader energy strategy remains unchanged.

5 min readRead →

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Co-Occurring Entities

Entities frequently referenced alongside Andrew Mattock:

Washington, D.C.(1)Matthews Asia(1)China(1)