Sat Duhra is a Portfolio Manager on Janus Henderson Investors’ Asia ex Japan Equity Team, where he serves as a Co-Portfolio Manager of the Asian Dividend Income strategy. Prior to joining Henderson in 2011, he worked as an equities analyst at Nomura and Credit Suisse.
Sat holds a BSc degree in economics from University College, London. He is an associate of the Institute of Chartered Accountants of Scotland (CA) and has 22 years of financial industry experience.
Portfolio Managers of Henderson Far East Income Limited, Mike Kerley and Sat Duhra, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year and portfolio activity over the period.
As the global economy slowly reopens, the recovery and pace of growth have not been uniform across the Asia Pacific region. North Asian countries have outperformed those in the South – creating a North/South divide. In this article, Mike Kerley and Sat Duhra, Portfolio Managers of the Henderson Far East Income Trust, explore some of the factors that have led to this divergence in performance.
This paper focuses primarily on exploring the rising power of China – particularly its economic development – and its implications for the rest of the world. It goes on to examine how Henderson Far East Income, an investment company managed by Janus Henderson, is looking to capitalise on the opportunities presented by this fundamental macroeconomic trend.
Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the Trust’s recent performance, areas where he is finding opportunities, the recent regulatory clampdown in China, his approach to ESG, and provides his outlook for dividends in the region.
The recent regulatory clampdown in China has resulted in massive selloffs in some of the country’s biggest stocks, leading some investors to question whether it is worth investing in the region. In this article, Mike Kerley, Fund Manager of Henderson Far East Income, discusses the recent regulatory clampdown – highlighting the key drivers behind some of the regulation, its impact on the trust and where the opportunities lie going forward.
The latest edition of the Henderson Far East Income Dividend Index has enhanced its analysis with the inclusion of research on profits and dividends globally – highlighting how Asia is increasingly becoming a powerhouse.