236. Why more investors should consider Asia for income

<p>Richard Sennitt, manager of Schroder Asian Income fund, explains both the structural and cyclical reasons for recent Chinese equity underperformance, including the shift away from the zero-Covid policy. He tells us what impact this has had on the fund’s positioning going into 2023 and explains more about why he’s underweight not only China but also India, instead looking towards South Korea, Taiwan, and Singapore for investment opportunities. </p><p><b>What’s covered in this episode: </b></p>Why Chinese equities have underperformed the last 12 monthsThe policies affecting Chinese marketsHow the swift move away from the zero-Covid policy has chan...