Henderson Far East Income’s (HFEL) lead fund manager, Mike Kerley, welcomes the resumption of earnings growth in the region after five years of stagnation. He says that attractive opportunities still abound in his favoured areas of cash-generative companies offering high dividend growth potential or high yields, with the recent rise in P/E ratios across the region only partially addressing the longstanding undervaluation versus the rest of the world. The portfolio currently has a cyclic
16 Jan 2018
Henderson Far East Income - Asian recovery sparks attractive opportunities
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Henderson Far East Income - Asian recovery sparks attractive opportunities
Henderson Far East Income LTD GBP (HFEL:LON) | 233 0 0.0% | Mkt Cap: 377.5m
- Published:
16 Jan 2018 -
Author:
Sarah Godfrey - Pages:
Henderson Far East Income’s (HFEL) lead fund manager, Mike Kerley, welcomes the resumption of earnings growth in the region after five years of stagnation. He says that attractive opportunities still abound in his favoured areas of cash-generative companies offering high dividend growth potential or high yields, with the recent rise in P/E ratios across the region only partially addressing the longstanding undervaluation versus the rest of the world. The portfolio currently has a cyclic