Spotlight on Asian Income: opportunities in an reflationary environment.
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Spotlight on Asian Income: opportunities in an reflationary environment.

Asian equity recovery continues to broaden, with stronger earnings feeding through into a broad-based recovery in dividends.
In the current environment, Asian dividends are expected to grow at twice the rate of inflation as Asian equity recovery continues to broaden, with stronger earnings feeding through into a broad-based recovery in dividends. Strong balance sheets and robust cashflows are likely to support a faster than expected recovery in dividends across the regions, including sectors not traditionally associated with high pay-outs, such as Technology. Simultaneously, Asia’s evolving demographics are likely to result in continuing domestic interest in companies that can pay sustainable, growing dividends over time
25 May 2022
Simon Morton-Grant
Simon Morton-Grant
Client Portfolio Manager
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Spotlight on Asian Income: opportunities in an reflationary environment.

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