The outlook for Asia remains very challenging – with the backdrop of slowing economic growth across the region, combined with a rising U.S. dollar. Recently, many governments, from India to China have taken steps to spur growth, and speed up market reforms. Still, it will be a challenging place to invest in the near term.
In my view, this fund remains the best way to play the region. By investing in a portfolio of high quality, dividend paying stocks, as well as preferred shares and convertible bonds, it provides an excellent way to gain exposure to Asia, with less overall and downside risk.