18 ordspråk av Mark Headley

Mark Headley

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Everybody just fled Asia in the second half of last year. People ran from Asia in great droves...A lot of high-quality companies were absurdly oversold.

Higher interest rates in the U.S. were really strangling growth in Asia.

I've been impressed with the government in certain cases, but these companies' inability to control their environment is very real, and this will keep the market very volatile.

This is a market that needed a correction. It just had this huge run since late spring that in many cases took the most expensive stocks and made them more expensive.

People are often not affected by a few negative days. If it goes on for a week, we'll see.

We need a reality check. Japan has still got a challenging demographic profile, managements that are less than dynamic and a government that is still very bureaucratic.

There have been some bellwether events that have been pleasing to us as investors, and really [China] listing all of these state-owned banks and insurance companies has been inspiring. They've all managed to get out on the market, support relatively high P/E ratios, and they've had a great run in the last few months.

I was far too cautious last year.

[Mark Headley, a portfolio manager for the Matthews funds, which specialize in foreign markets, says many U.S.-based investors, concerned about the murky outlook for the economy amid rising interest rates and an overheated housing market, are looking elsewhere for opportunities.] We're seeing a healthy diversification toward overseas markets, ... Americans have ignored (foreign markets) for too long.

[HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.] Financials are a good way for investors to participate in a restructured and reflated Japan, ... There's a lot of potential for growth here. Japanese consumers are one of the most underserved communities of wealthy people on the planet.

He's always going to be well-prepared mentally. He's not a big talker, but he's always ready to play.

He's got good feet for that size. He's in good shape for a kid his size. He can run people down and catch them from behind (on defense).

It's a real statement that despite Enron, (the terrorist attacks of) 9-11 and the recession in the U.S., Japan is having a worse time. But beyond the symbolism, it doesn't mean much.

This will be a nasty spike down in quarterly earnings and hopefully that will be the end of it.

You have to give them credit for not driving Humvees.

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