The UK Investor Magazine was delighted to welcome Isaac Thong, Co-Manager of Aberdeen Asian Income Fund, to explore the trust’s portfolio and approach to achieving a substantial yield for its investors.
Find out more about Aberdeen Asian Income Fund here.
We begin by exploring the Aberdeen Asian Income Fund’s objectives and strategy. Isaac outlines the focus on high-yield, high-quality shares with strong income attributes.
Isaac provides fascinating insight into the income attributes of countries within the Asia income universe, breaking down the dynamics for countries including India, China, Thailand, Taiwan and Indonesia.
We discuss Aberdeen Asian Income Fund’s largest holding, TSMC, and the investment thesis behind the AI bellwether. Isaac explains why AI is such an important theme for Asian income managers.
Isaac finishes by laying out what excites him the most about the year ahead.