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/