391. Uncovering Asia’s growth engine

Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus, Schroder Asian Income and Schroder Oriental Income Trust. He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generation with capital growth, emphasising natural dividend streams over chasing yields. He also discusses portfolio construction, sector rotation and managing long-term risk amid macroeconomic uncertainty.What’s covered in this episode: AI’s structural growth in AsiaSemiconductor opportunitiesImpact of macro events like oil pricesFinancials and insurers as long-term growth sectorsDividend culture in Singapore, Korea and ChinaBalancing income generation with capital growthDefensive areas of the marketPortfolio construction and value tilt vs growth tiltLearn 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.