Trust Issues

Podcast: Trust Issues #14 - Investing for income in Asia

We speak to SOI Manager Richard Sennitt about finding the best dividend payers in the world's largest continent...
David Kimberley
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Updated 21 Apr 2023
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This is a non-independent marketing communication commissioned by Schroder Investment Management. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

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Podcast series

In this episode of Trust Issues we speak to Richard Sennitt, Manager of Schroder Oriental Income. We talk about what benefits Asian companies offer to income investors, what areas of the market, how Richard approaches markets and some of the opportunities he sees today. You can skip to individual questions using the time stamps below.

01:10 - What does Shroder Oriental Income invest in?
03:55 - Is there an improving dividend culture in Asia?
06:12 - UK dividends are concentrated in a small number of companies. Is it the same in Asia?
08:34 - Does SOI only invest in companies that pay dividends?
10:25 - Asian tech stocks that pay dividends
12:23 - Have earnings been impacted by the economic downturn and has that affected dividends?
16:04 - Is dollar strength having a negative impact on companies in the SOI portfolio?
18:25 - Have you invested in new companies or added to the portfolio over the past 12 months?

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About the Author

David Kimberley
[email protected]
David is an investment specialist for Kepler Trust Intelligence. Prior to joining Kepler Partners, he helped build the communications and editorial team at Freetrade, a retail stockbroker, and worked as a financial journalist in the Middle East. David has a BA in history from University College London.

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