Asian Equity Income Fund Archive
Guinness Asian Equity Income Reports
The Guinness Asian Equities team assess the impact of the recently imposed tariffs
Edmund Harriss looks at what is driving the recent market retreat
Some thoughts on equally-weighted portfolios
Matthew Page explores the reasons behind running a concentrated, equally-weighted portfolio.
Edmund Harriss discusses the meaning behind the MSCI’s decision to upgrade Chinese A shares
Edmund Harriss explains how a drive to reduce smog in China could also help to tackle one of the country’s main economic challenges: excess industrial capacity and associated debt.
Implications for Asian investing of the UK leaving the EU Edmund Harriss discusses the consequence of the UK’s decision to leave the EU.
2015 performance & portfolio review
Edmund Harriss discusses how the portfolio has performed in 2015.
How Asia avoided a commodity crisis
Edmund Harriss discusses Asia’s industry and services-led growth and mobilisation of its work force, which have enabled the region – unlike other emerging markets – to avoid the worst of the commodity price slump.
Matthew Page investigates the “science” of economic modelling
To meet or not to meet
Matthew Page discusses the merits of meeting company management
Why dividends matter
Ian Mortimer and Matthew Page investigate the importance of dividends in the pursuit of returns