193. Investing for income in Asia

Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in China and the impact the current lockdowns are having on both the domestic and global markets. He reveals the sectors and geographies across developed and developing Asia, where he is finding the most investment ideas, and outlines the nuance of rising inflation in the region. Richard gives his views on the outlook for dividends in the region and explains how some companies could defend their pay outs again if times get tough.
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Launched in 2005, the Schroder Oriental Income Fund aims to provide income and capital growth by investing in Asia Pacific companies (including Australia and New Zealand) that offer attractive yields and growing dividend payments. With a current dividend yield of 3.9%, the trust has also offered consistent growth in its own dividends since launch and is one of the AIC’s ‘Next Generation Dividend Heroes’.

What’s covered in this podcast:

  • The regulatory issues in China
  • The impact China’s zero-Covid policy is having on the domestic and international markets
  • Which investment opportunities there are in developed and developing Asia
  • Why Southern Asia is doing better than Northern Asia
    Inflation in Asia
  • How global inflation could impact Asian exports
  • Why wage increases are not coming through in Asia
  • If dividend growth can keep up with inflation
  • The outlook for dividends in Asia
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