On the podcast this week we talk to Yoojeong Oh about the abrdn Asian Income Fund [LON:AAIF] and about Asian stocks and markets more generally. Yoojeong is an Investment Director with abrdn’s Asian Equities Team based in Singapore.
Listen: Picking Asian Stocks for Income with Yoojeong Oh
abrdn Asian Income aims to provide its investors with a total return from Asia Pacific securities, especially those with an above average yield.
We talk about the likely impact of Donald Trump’s election win on Asia Pacific markets and the elephant in the room, the relative health of China’s economy. Yoojeong tells us about which Asian markets she likes for the year ahead and we focus in on the Indian stock market and Australia in particular.
We also take time to discuss governance in Asian listed companies, the Australian real estate market, and Yoojeong gives us some insights on her favourite stocks in the fund right now.
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
