Portfolio Manager, Mike Kerley discusses the half-year results for Henderson Far East Income, including the key drivers of performance, the implications of China’s reopening, US-China tensions, and the outlook for Asian dividends.
Expert thinking for better investment and business decisions.
As China's sportswear market skyrockets, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income, have seized this golden opportunity by investing in two of China's sportswear frontrunners, Li Ning and Anta.
Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the key drivers of performance in 2022, China’s reopening, inflation and interest rate risk in the Asia Pacific region and highlights the dividend trends he expects to play out in 2023.
Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
In this AGM presentation, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income Limited, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
In this episode of Trust TV, we speak with Mike Kerley, Portfolio Manager of Henderson Far East Income, to discuss how he navigated the challenges of 2022, the reopening of China, how businesses are managing higher input costs, and the dividend outlook for the Asia Pacific region.
Recently commissioned research from Edison outlines why now is the time to consider Henderson Far East Income.
In the face of a strengthening US dollar as the US Federal Reserve (Fed) rapidly hikes interest rates, some have begun worrying about the stress this may create for emerging Asian economies and their businesses - reminiscent of the Asian Financial Crisis. Here, we discuss the evolution of the region, its governments, and businesses, and why the same risks don’t exist given how much has changed 25 years on.
Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income Trust, deliver an update on the Company, highlighting factors currently impacting Asian markets, the key drivers of performance, and recent portfolio activity.
Sat Duhra, Portfolio Manager of Henderson Far East Income, talks about the performance of Asian markets year-to-date, areas where he is finding opportunities, sentiment around China, and the impact of inflation on businesses. Sat also touches on the dividend trends in the region.
As global profits and dividends have rebounded strongly following the pandemic induced slump, the Asia Pacific region again has been quite resilient. With the dividend culture maturing in the region, dividends look set for a record-breaking year. Here, we find out why Henderson Far East Income Ltd is well placed to capture pay-outs and look at three reasons why investors should consider to be looking to the East for opportunities.