28. Finding dividends and Amazon warriors in Asia

Both the managers of Guinness Asian Equity Income fund joined us for this podcast. They describe how Asian has evolved from being just a high-growth region into a dividend-paying one too, tell us about an Australian company that is holding its own against Amazon, explain why China is the new Korea, and give us the low-down on the true impact of the US/China trade war.
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Edmund and Mark invest in companies across the whole Asia Pacific region, including Australia. Their portfolio is concentrated in just 36 equally weighted stocks, and they have a one-in, one-out policy. The holdings are rebalanced periodically to retain the equal weightings, and are continually assessed to see if there are better opportunities.

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