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David Dali

Head of Portfolio Strategy, Matthews Asia

EdTalk 3: Investing in the Future of Asia – Innovation is the New Growth Driver

The economic growth drivers in Asia are evolving. As income in the region continues to reach new levels, investors are beginning to see shifts in the economies and new investment opportunities are being formed in more sophisticated industries. As older industries recede and newer business models take their place, innovative companies are reshaping Asia’s investment landscape. 

In this presentation, David Dali, Head of Portfolio Strategy, and Michael Oh, CFA, Portfolio Manager, share their perspectives on:

  • The macro environment of Asia and emerging markets during their economic recovery
  • Key concepts for non-US equity exposure that investors should consider
  • Why Asia is ripe for innovative companies and types of investment opportunities
  • How to optimize your asset allocation and access to innovation themes   


David Dali is Head of Portfolio Strategy at Matthews Asia. In his role with the investment team, he serves as a macro thought leader, and also serves as a proxy for Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund. Dali has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University.