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Trust Issues: investing in Asia with SDP manager Richard Sennitt
In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder AsiaPacific, about the opportunity for investors in the sector, including the implications of Chinese stimulus measures and a Trump administration, valuations in India and how SDP offers a differentiated approach for investors.
00:00 Introduction
00:15 Overview of SDP’s objective and investment approach
02:14 Key drivers of recent performance
03:44 Thoughts on Chinese stimulus measures
05:52 Implications of a Trump administration
08:04 Overview of current sector and country allocations
09:13 Thoughts on valuations in India
10:32 Rationale for underweight to consumer discretionary and staples
11:50 Views on current valuation opportunities
13:00 Why active management matters and how SDP is differentiated from its peers
14:14 Views on primary growth drivers for Asian equities over the next few years
15:22 Further information
15:41 Risk warning
Our latest note on SDP - https://www.trustintelligence.co.uk/investor/articles?fund_id=27
SDP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder AsiaPacific, about the opportunity for investors in the sector, including the implications of Chinese stimulus measures and a Trump administration, valuations in India and how SDP offers a differentiated approach for investors.
00:00 Introduction
00:15 Overview of SDP’s objective and investment approach
02:14 Key drivers of recent performance
03:44 Thoughts on Chinese stimulus measures
05:52 Implications of a Trump administration
08:04 Overview of current sector and country allocations
09:13 Thoughts on valuations in India
10:32 Rationale for underweight to consumer discretionary and staples
11:50 Views on current valuation opportunities
13:00 Why active management matters and how SDP is differentiated from its peers
14:14 Views on primary growth drivers for Asian equities over the next few years
15:22 Further information
15:41 Risk warning
Our latest note on SDP - https://www.trustintelligence.co.uk/investor/articles?fund_id=27
SDP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/