Investing in Asia: inflation, supply chains and dividends

James Yardley 28/07/21 in Videos

In this interview we catch up with Edmund Harriss, co-manager of Guinness Asian Equity Income, to discuss a variety of buzzwords from inflation to supply chain blockages and dividends.

In this interview we discuss:

  • Has inflation peaked in Asia? [0:23]
  • Will blockages of supply chains continue? [1:08]
  • Is tourism coming back to Asia? [2:24]
  • A favourite region at the moment and why [3:45]
  • Portfolio overview [4:42] and three interesting holdings: Elite Material [5:00], Shenzhou International [5:38] and JB Hi-Gi [6:28]
  • Outlook for Asian dividends [7:14]
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