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Dividends in Asia remain attractive
Sat Duhra, Portfolio Manager of Henderson Far East Income talks about the Trust’s performance year-to-date, areas where he is finding opportunities, and looks at the risks emanating from China. Sat also looks at how Asian countries are approaching decarbonisation.
23 Aug 2022
4 minute watch
4 minute watch
Key takeaways:
- The Trust has held up relatively well so far this year, benefitting from exposure to the telecommunications, materials, and financials sectors. However, we have recently been reducing exposure to the materials and financials sectors due to lower growth expectations.
- We have been increasing our exposure to China as valuations have fallen to more attractive levels. Improving economic data following the roll-back of Covid-19 lockdown restrictions has also lifted sentiment.
- Though the performance gap between value and growth stocks remains quite wide, value stocks have been having a renaissance over the last 18-months. Investors have been looking to value and income investments to insulate them from higher interest rates and elevated levels of inflation.