In this podcast, host Stuart Fieldhouse speaks with Richard Sennitt, fund manager Schroders 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 wider region.
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Listen: Schroders Oriental Income
Content
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?
