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/
