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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Matthews Asia | Research Analyst | Nov 2017 to Present | — |
| CLSA | Research Analyst | Mar 2002 to Present | — |
Skills & Expertise
Others at Matthews International Capital Management LLC (25)
| Name | Role | Location |
|---|---|---|
| Co-Portfolio Manager, Matthews Emerging Markets Fund | San Francisco, CA , United States | |
A Angela Wang | Vice President, National Accounts | San Francisco, CA , United States |
| Portfolio Manager | San Francisco, CA , United States | |
| Vice President, Communications Strategist | CA , United States | |
J Jason Ng | Analyst | New York, NY , United States |
J John McGowan | Senior Vice President | Danville, CA , United States |
| Vice President, Business Development | San Francisco, CA , United States | |
S Shuntaro Takeuchi | Portfolio Manager | San Francisco, CA , United States |
| Senior Research Analyst + Co-Portfolio Manager | CA , United States | |
| Healthcare Analyst | New York, NY , United States |
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