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Asian dividend growth: mostly decoupled from global turbulence

Sat Duhra

Sat Duhra

Portfolio Manager


8 Aug 2019

Sat Duhra, Co-portfolio Manager, Asian Dividend Income, explains why Asia is leading the way in dividend growth. He identifies some of the sectors in which these dividend payers reside and discusses the impact of the ongoing trade dispute on his portfolio positioning. Asia’s dividend payment trend, which has been growing on an upward trajectory for several years now, is expected to continue on its path despite heightened volatility in world trade.

Key takeaways:​

  • Led by government policies and changing corporate attitudes, Asian dividends are growing at its fastest rate since 2009
  • Many high dividend paying stocks have taken the role of bond proxies amid the low interest rate environment
  • Domestically-focused names in Asia are expected to weather the negative global trade environment because of their limited exposure to world trade
Sat Duhra

Sat Duhra

Portfolio Manager


8 Aug 2019

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