Pidcock: Asian equity income reaches inflection point

clock • 5 min read

Jason Pidcock, manager of the Newton Asian Income fund, takes a closer look at the changing face of the Asian equity income sector and which stocks are proving attractive investment cases.

There has been no single formula to capture equity returns in Asia over the past decade - as blanket-approach investors may have learnt the hard way. The region has become increasingly diverse with regards to macro-economics, regulatory landscape, capital discipline, corporate governance, and demographics over the past ten years, and the amount of information available on Asian equities has surged exponentially. This has been both a blessing and a curse, as those lacking a long-term view of their own could be easily swayed by daily news flow, or distracted by market noise that was not...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Navigating a new era for investing

Partner Insight: Navigating a new era for investing

Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.

Sarka Halas
clock 13 March 2024 • 2 min read
Partner Insight: Should investors go global for more impact?

Partner Insight: Should investors go global for more impact?

Global investing offers scope for broader social impact as well as financial returns.

Sarka Halas
clock 11 March 2024 • 1 min read
Women in Investment Awards winner interview: Omotunde Lawal from Barings

Women in Investment Awards winner interview: Omotunde Lawal from Barings

Supporting the next generation

Katrina Lloyd
clock 07 March 2024 • 1 min read
Trustpilot