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.What’s covered in this podcast: The regulatory issues in ChinaThe impact China’s zero-Covid policy is having on the domestic and international marketsWhich investment opportunities there are in developed and developing AsiaWhy Southern Asia is doing better than Northern AsiaInflation in AsiaHow global inflation could impact Asian exportsWhy wage increases are not coming through in AsiaIf dividend growth can keep up with inflationThe outlook for dividends in AsiaMore about the fund: 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’.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.