Quick view: Chinese yuan depreciates to critical level against the US dollar

by Charlie Awdry, CFA

2 weeks ago

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

6 months ago

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry, CFA

9 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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‘The only thing that is constant is change’

by Andrew Gillan

10 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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The Chinese disruption paradox

by Charlie Awdry, CFA

10 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Asian equities: short-term wobbles but long-term investment case still sound

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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China: strong stock selection key to success in 2018

Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year. 

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Trust TV: Global Income Investing Webinar
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities.
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What does reform in China really mean for equity investors?

​Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors.

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Why the Tiger economies are poised to pounce

by Mike Kerley

1 year ago

​Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.

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What does President Xi's strengthened leadership position mean for investors?

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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China’s industrial rebound

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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Power, politics and intrigue in the run up to China’s Party Congress

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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​​​Supportive backdrop for further Chinese gains

​In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the rise in Chinese stocks this year and why they think it may persist for longer than many expect.     

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China investment themes: the internet
In the second instalment in a series of articles on key Chinese investment themes, Charlie Awdry and May Ling Wee, China equity portfolio managers, discuss how the rapid adoption rate of the internet, supportive demographics and embracing of social media are leading to attractive investment opportunities in internet stocks, particularly in social media advertising and mobile gaming.
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Henderson Far East Income Limited - Edison Report 2016

by 

2 years ago

​We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with which it is run. In addition to this it outlines the Trust’s objectives and provides updates from the Fund Manager, as well as recent performance data. 

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2017 outlook: China equities

by Charlie Awdry, CFA

2 years ago

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver attractive returns for investors.

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Asian Dividend Income: cautiously optimistic in 2017

by Mike Kerley, Sat Duhra

2 years ago

​Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macroeconomic events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain invested in the region.

 
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2017 outlook: China equities

by Charlie Awdry, CFA

2 years ago

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver attractive returns for investors.

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