Picking Asian Stocks with abrdn Asian Income Fund's Yoojeong Oh | Ep.126

This week, Host Stuart Fieldhouse meets Yoojeong Oh, Investment Director of the abrdn Asian Income Fund. Stuart and Yoojeong discuss company dividends, the break-up of the chaebol conglomerates in South Korea, being underweight India and China and Yoojeong's favourites favourite stocks within the trust's portfolio. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to the abrdn Asian Income Fund 02:36 Dividends in Asia during Covid 04:01 Are there any restrictions on where the trust can invest in Asia? 04:57 Effect of Trump 2.0 on Asian markets 07:21 China's struggling economy - a good buying opportunity? 10:59 Which economies will do well in 2025? 12:52 Is India running too hot? 16:26 Pressure on companies to pay more dividends 18:17 What's to like about Australia? 20:27 Are Asia Pacific companies becoming more proactive in talking to shareholders? 25:43 South Korea and the break-up of the chaebols 30:41 Yoojeong's favourite companies in the abrdn Asian Income Fund portfolio