Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.
- Led by government policies and changing corporate attitudes, Asia ex Japan dividends are growing at the fastest rate since 2009
- Many high dividend-paying stocks have taken the role of 'bond proxies' amid the low interest rate environment
- Domestic-focused companies in Asia are expected to better weather the negative global trade environment compared to more global businesses.