In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.
This video was recorded in November 2019.
- Corporate reforms are benefiting dividend-paying stocks especially in Asia where the potential for dividend surprise may be higher
- Dividend-paying stocks are playing a larger role within portfolio construction as investors begin to look more towards Asia for yield
- Sectors such as energy appear to offer more value now, while selectivity is key in technology as some areas of this sector can be overpriced