Put in an order to buy a ~10% position in Matthews China Fund (Ticker: MCHFX).
Positives:
(1) Portfolio managers share a similar outlook as I do.
(2) Prefer a basket of investment approach in China to diversify risk and to have a "hand on the tiller" in the form of active investments to help position investments into stronger segments of China's economy.
(3) Fund should benefit from any loosening of the exchange rate between dollars and yuan.
Negatives:
(1) Political and currency risks as the U.S. Congress considers trade sanctions against the China. Any cheap voter pandering by U.S. politicians could result in retaliation by China.
(2) Market risk as China's equity markets are volatile.
(3) Relatively high expense fee of 1.21%
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