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JZ

Julia Zhu

Research Analyst at Matthews International Capital Management LLC

Hong Kong

About

Julia Zhu is a Research Analyst at Matthews International Capital Management LLC (Matthews Asia), where she specializes in conducting in-depth research on Chinese macroeconomics, politics, and the fixed income sector. Her role focuses on identifying investment opportunities within China and broader Asia, leveraging fundamental, bottom-up analysis and on-the-ground due diligence to generate actionable investment insights for institutional portfolios.

Prior to joining Matthews Asia in 2014, Julia spent 12 years in Beijing as a Research Analyst for CLSA, where she covered a wide range of industries, with a strong emphasis on Chinese corporate and sovereign fixed income markets. Her experience also includes early work as an Assistant Auditor at the Qingdao Municipal Audit Office, strengthening her expertise in balance sheet analysis and issuer due diligence.

Julia holds an M.B.A. from Fordham University and a Bachelor of Economics from Tianjin Nankai University. She is fluent in Mandarin and conversational in Shanghainese, contributing to her ability to source unique insights from the Chinese financial landscape. She is recognized for her rigorous fundamental research process, particularly in the areas of China onshore bonds, convertible bonds, and macroeconomic trends affecting China's fixed income market.

Career History

OrganizationRoleDate RangeDetails
Matthews AsiaResearch AnalystNov 2017 to Present
CLSAResearch AnalystMar 2002 to Present

Skills & Expertise

Bloomberg

Others at Matthews International Capital Management LLC (25)

NameRoleLocation
Alex Zarechnak
Alex Zarechnak
Co-Portfolio Manager, Matthews Emerging Markets FundSan Francisco, CA , United States
A
Angela Wang
Vice President, National AccountsSan Francisco, CA , United States
Beini Zhou
Beini Zhou
Portfolio ManagerSan Francisco, CA , United States
Brian Cronk
Brian Cronk
Vice President, Communications StrategistCA , United States
J
Jason Ng
AnalystNew York, NY , United States
J
John McGowan
Senior Vice PresidentDanville, CA , United States
Lori Jenner
Lori Jenner
Vice President, Business DevelopmentSan Francisco, CA , United States
S
Shuntaro Takeuchi
Portfolio ManagerSan Francisco, CA , United States
Sojung Park
Sojung Park
Senior Research Analyst + Co-Portfolio ManagerCA , United States
Xiaobin Xu
Xiaobin Xu
Healthcare AnalystNew York, NY , United States
Showing 1-10 of 25 team members

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