From Morningstar: 2024-10-29 12:48:42

Jason Pidcock of Jupiter Asset Management discusses income and growth opportunities in Asia for European investors. The Jupiter Asian Income Fund has outperformed due to country, sector, and stock selection. Top picks include Hon Hai and MediaTek in Taiwan, and ITC in India, all with strong growth potential and net cash positions. Asia’s tech sector, particularly in Taiwan, is a key focus for future growth. Australia, Taiwan, India, and Singapore are key markets for high-quality growth and dividends, with access to sectors like technology and financial services.



Read more at Morningstar: 3 Asian Stocks For Income Investors