Investing for income in Asia, with SOI Manager Richard Sennitt- Trust Issues #14

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.

00:00 - Risk warnings

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?

Read our latest note on SOI here - https://tinyurl.com/evtzrs8s

Visit the SOI website here - https://tinyurl.com/3hhdvuzk

Intro music by State Azure, used with permission.