This outperforming Asia fund is Overweight the IT sector. Here's why | Ep.136

Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Schroders Oriental Income investment trust 04:21 How do Asian company dividends compare with US/UK? 05:57 Outlook for yields in the region 09:54 How does the trust beat the benchmark? 12:30 Investment opportunities in financial services and technology 18:03 Changes in the Asian and ASEAN markets 20:55 Richard's view on China 25:38 Future growth in Asia-Pacific 27:44 How does Richard choose stocks for the fund?