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Trust Issues: Investing in Asia with SOI’s Richard Sennitt
In this episode of Trust Issues, we speak with Richard Sennitt, manager of Schroder Oriental Income, about the investment case for Asia, from opportunities in Taiwan and Singapore to navigating tariffs and uncovering where he sees the most exciting growth stories across the region.
00:00 Introduction
00:39 Drivers of recent outperformance
03:23 Overweight to Taiwan, Singapore & HK
06:03 Underweight to China
08:32 Thoughts on technology exposure
10:00 Screening investments in a diverse market
12:16 Why is Asia overlooked for income?
13:36 Balancing yield and growth
14:38 Corporate governance reforms in Asia
16:35 Approach to trade tariffs
18:41 Outlook for next 12-18 months
21:12 Further information
21:28 Risk warning
Our latest note on SOI - https://www.trustintelligence.co.uk/investor/articles?fund_id=60
SOI website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-oriental-income-fund-limited
Please note that this podcast was recorded on 12 August 2025.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak with Richard Sennitt, manager of Schroder Oriental Income, about the investment case for Asia, from opportunities in Taiwan and Singapore to navigating tariffs and uncovering where he sees the most exciting growth stories across the region.
00:00 Introduction
00:39 Drivers of recent outperformance
03:23 Overweight to Taiwan, Singapore & HK
06:03 Underweight to China
08:32 Thoughts on technology exposure
10:00 Screening investments in a diverse market
12:16 Why is Asia overlooked for income?
13:36 Balancing yield and growth
14:38 Corporate governance reforms in Asia
16:35 Approach to trade tariffs
18:41 Outlook for next 12-18 months
21:12 Further information
21:28 Risk warning
Our latest note on SOI - https://www.trustintelligence.co.uk/investor/articles?fund_id=60
SOI website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-oriental-income-fund-limited
Please note that this podcast was recorded on 12 August 2025.