FundCalibre - Investing on the go

391. Uncovering Asia’s growth engine

April 1, 2026·24 min
Episode Description from the Publisher

Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus, Schroder Asian Income and Schroder Oriental Income Trust. He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generati...

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