For Thursday
Focus on EM: what appeals to us, whittle down our list
Reviewing bonds, bond funds
Matthews Asia Small Companies Fund: 73 holdings at mid year, holds stocks, trying to tap into money streams of the growing middle classes (sending around a tear sheet)
13d: read the China section, long term view
We have strong relationships with Matthews and with Harding, we should use them more.
EM at 15-20% eventually
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