Sat Duhra
Sat Duhra is a Portfolio Manager on the Asia ex Japan Equity Team at Janus Henderson Investors. 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 24 years of financial industry experience.
Articles Written
Henderson Far East Income Limited: Half-Year Results 2024
Fund Manager, Sat Duhra, discusses the half-year results for Henderson Far East Income (HFEL), including the trust’s returns over the six-month period, a breakdown of the countries he is finding the most opportunities in, and how the Trust has performed on a dividend basis this period.
Postcard from Asia: India and Indonesia
They may be far apart, but India and Indonesia have been through similar economic transformations. Here, Sat Duhra of Henderson Far East Income Limited explains the investment case for each…
Henderson Far East Income Limited Annual General Meeting
In this AGM presentation, Sat Duhra, Portfolio Manager of Henderson Far East Income Limited, discusses performance over the last financial year, changes to the portfolio, and provides an outlook for the Trust.
Market outlook – Henderson Far East Income Limited
Asian markets underperformed relative to global benchmarks, largely due to a stronger US dollar and multiple economic issues affecting China.
Henderson Far East Income Limited: Full-Year Results 2023
Portfolio Manager, Sat Duhra, discusses the full-year results for Henderson Far East Income Limited (HFEL) including performance over the course of the year, changes to the portfolio and his outlook for Asian markets in the year ahead.
‘Revenge travel’ could be the passport to success for Samsonite
After the Covid-19 pandemic locked-up much of the world’s population, demand for travel is soaring. One company, identified by the managers of Henderson Far East Income Limited, that has benefited from this trend is Samsonite, thanks to savvy brand deals and an attractive balance sheet.
Henderson Far East Income Trust – looking East for earnings
Finding stable income has become harder than ever as higher interest rates, inflation and recession risks continue to haunt European and US markets. As such, the managers of Henderson Far East Income believe investors should look to the East for a reliable and sustainable income.
Henderson Far East Income – Sat Duhra, Portfolio Manager
Meet Sat Duhra – Portfolio Manager of Henderson Far East Income.
In this sit-down interview, Sat discusses how being based in Singapore is so crucial to the success of the Company, why investing in Asia offers so many opportunities, and how HFEL are best placed to take advantage of those opportunities.
The Bankers Investment Trust – Sat Duhra, Sleeve Manager Introduction
In this instalment of Oliver Packard’s series interviewing each of the 6 Bankers Investment Trust Sleeve Managers, Oliver ventures to Janus Henderson’s Singapore office to meet with Sat Duhra, Asia Pacific Sleeve manager.
Sat discusses the advantages of having an Asia Pacific sleeve for Bankers Investment Trust, how the style implemented within the sleeve suits the current investment backdrop and what life is like based in Janus Henderson’s Singapore office.
Henderson Far East Income Limited
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.
Cautious of continued volatility but value on offer
Recently commissioned research from Edison outlines why now is the time to consider Henderson Far East Income.
The vast difference in Asia’s companies 25 years on from its financial crisis
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.