1 minute read
WHY ASIA IS THE BEST PLACE TO FIND GROWING DIVIDENDS
Mike Kerley, Portfolio Manager of Henderson Far East Income, discusses 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.
Asian markets faced challenges in 2022, as rising inflation, higher interest rates, and growing concerns of a recession dampened investor sentiment. North Asian markets, which are more dependent on exports and have greater exposure to technology, were particularly hard hit, while their southern counterparts were more resilient. However, as 2023 begins, there is reason for optimism. China has begun to lift lockdown restrictions and inflation and interest rates in many economies in the region are starting to subside.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
Important information
Marketing Communication. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
Unless otherwise stated all data is sourced from Janus Henderson Investors.
Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Henderson Investors International Limited (reg no. 3594615), Janus Henderson Investors UK Limited (reg. no. 906355), Janus Henderson Fund Management UK Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Janus Henderson Investors Europe S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).
Janus Henderson, Knowledge Shared, Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.