211. Why the structural growth story in Asia is alive and well

Matthews Asia ex Japan Dividend fund manager Yu Zhang talks to us about the benefits of investing in dividend paying companies in Asia versus their more developed peers in the Western world. He also explains why the structural growth story in Asia remains strong and how companies are getting used to living with Covid. He also highlights some of the value that is starting to appear in Chinese equities and why he is also bullish on Vietnam. We also discuss the role of sustainability in the portfolio, including a business making synthetic diamonds.What's covered in this episode: The re-opening in Asia and how companies are getting used to living with COVIDWhy the structural growth story in Asia remains strongTargeting fast growing companies who also pay a dividendFinding secular growth stories in China and targeting the likes of industrial automation, biotechnology and the semiconductor manufacturing sectorsWhy long-term value embedded in businesses is starting to emerge in ChinaWhy he is bullish on the investment outlook in Vietnam and the sectors he is targetingThe benefits of income investing in Asia versus the Western worldInvesting in a company making synthetic diamonds – and where the demand is coming from for this productThe role of sustainability in the investment portfolioMore about this fund: Matthews Asia ex Japan Dividend fund blends stocks exhibiting dividend growth with more stable, established yielders. Managed by Yu Zhang, the fund invests in companies across numerous countries, sectors and sizes. The resultant yield is an outcome of the process, rather than a target for the 50-80 stock portfolio.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.