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.

Read more about Guinness Asian Equity Income fund

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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