391. Uncovering Asia’s growth engine

Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus, Schroder Asian Income and Schroder Oriental Income Trust. He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generation with capital growth, emphasising natural dividend streams over chasing yields. He also discusses portfolio construction, sector rotation and managing long-term risk amid macroeconomic uncertainty.

What’s covered in this episode: 

• AI’s structural growth in Asia
• Semiconductor opportunities
• Impact of macro events like oil prices
• Financials and insurers as long-term growth sectors
• Dividend culture in Singapore, Korea and China
• Balancing income generation with capital growth
• Defensive areas of the market
• Portfolio construction and value tilt vs growth tilt

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.