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.