In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.

This video was recorded on 6 July 2020.

    Key takeaways

  • Company fundamentals are often overlooked in periods of uncertainty, COVID has meant that stock selection and country allocation are even more imperative
  • Mike believes Asian dividends can remain resilient in comparison to other regions as consensus earnings are only expected to fall by 1% this year, and most portfolio companies have continued to pay dividends so far.