Isaac Thong, lead manager of the Aberdeen Asian Income Fund (AAIF), shares his approach to capturing Asia’s growth through investing in high-quality businesses that offer strong dividends. He outlines the importance of balancing valuations, managing macroeconomic risks, and diversifying across various business life cycles. With Asia contributing significantly to global economic expansion, Isaac emphasises a disciplined strategy that prioritises sustainable shareholder returns while carefully navigating the evolving market landscape.
13 Aug 25