The latest insights from ASIA DRAGON TRUST PLC include various articles, podcasts, and videos. In a podcast, Dunedin Income Growth Investment Trust manager, Ben Ritchie, addresses the perception that the UK is cheap and earnings are strong, but sentiment remains poor. Kristy Fong, manager of abrdn New India Investment Trust, discusses the opportunity for India amid the evolving US-China relationship. Craig Wright, Head of European research, highlights the continued growth of e-commerce and its impact on the logistics and warehousing sector. Iain Pyle, manager of Shires Income, provides an update on the trust's positioning, performance, and portfolio changes. Kristy Fong also joins Kepler on their Trust Issues podcast to discuss India's valuations, technological developments, and Modi's election. Investment managers Abby Glennie, Rebecca Maclean, and Iain Pyle discuss the potential for better sentiment in the UK market.
Please note that investment involves risk, and past performance is not indicative of future results.