Henderson Far East Income Share Discussion Threads

[exel] 14/10/2021 18:41

I can point to 35k of reported sells (today) that were in fact buys.

[jonathb] 13/10/2021 11:08

Hmm. Any thoughts on fallout from Evergrande? Word is all bonds in China are weak - and that's about half of the emerging markets' dollar debt. A statement from Hendersons' people would be nice.

[gateside] 12/10/2021 19:54

Last year it went ex dividend on 29th October and was paid on 27th November

[aleman] 12/10/2021 19:43

I think most investment rusts keep dividend announcements separate from results.

The dividend is payable in late November and should be announced in about two weeks.

[north sea boy] 12/10/2021 18:49

Thanks for that prompt response Aleman; I had expected that it would have been issued with declaration of Q4 dividend, which I had also expected to see in past few days, as should go ex-div around 26th Oct?

Thanks again

NSB

[aleman] 12/10/2021 18:46

Nov 4th last year.

[north sea boy] 12/10/2021 18:43

I had thought that the Annual Report for 2021 may have been issued by now: anyone else been expecting this or have any thoughts on the matter?

Bets wishes

NSB

[scruff1] 11/10/2021 21:45

Looks like the sentiment may be 'It may be dodgy in the FE but its even more dodgy here'

[mancman1] 07/10/2021 08:30

Just to refresh our memories about Trump and China.

[masurenguy] 06/10/2021 10:23

scruff1 #858 - completely agree.
#861- just for the record - nothing to do with predictions and everything to do with the comments that I highlighted in #860 !

[scruff1] 06/10/2021 10:23

One thing I do know as a fact Greta seems to have got everyone repeating her. Blah blah blah

[purplepelmets] 06/10/2021 10:22

Predictions, by their very nature, are neither facts or fantasies. We can only predict based on trends we note, or other info available at present. Seeing as you are unable to consider that you may be mistaken, there is no use discussing this. But we will in a few years be able to definitively say either Masurenguy or PP was right/wrong. Good enough for me, I am patient.
That I consider China will conquer Taiwan in the near future does IMO not change the investment case here. They will want Taiwan to economically at least largely to carry on as normal, so other than a panic sell on the initial news I suspect the medium term effect to be minimal. I remain heavily invested here.

[masurenguy] 06/10/2021 10:13

There is nothing to be gained by attempting to reason with with fanatics who just ignore facts and focus on fantasies!

[purplepelmets] 06/10/2021 09:57

Trump's wild unpredictability and vanity made him a dangerous adversary. Note how all despots wound their necks in during Trumps tenure, we even had peace in the middle east for a few years there. The Biden's are owned by China refers to them having illegal business interests and thanks to the disingenuous cover up by MSM no doubt much blackmail material as well as the financial aspects. This is why it is illegal for Presidents to have business interests with enemy states, you know this already right?

Anyway, doubt we will change each others minds. Let's meet up again here in 3.5 yrs and compare notes on who was right or otherwise. Did China invade Taiwan due to a weak Biden, and did the media say Oh it's not all so bad bla bla.

[masurenguy] 06/10/2021 09:48

As I said before - what a lot of rot ! Furthermore your ludicrous comments "Trump had China terrified....The Bidens are totally owned by China" just demonstrates your warped mentality as an unreconstructed Trump sycophant. Just go back to schmoozing with your QAnon conspiracy cohorts.

PurplePelmets 12 Feb '20 - 1628: Seeing as Trump has been proven correct on everything else he said, the virus will vanish in the summer.

[purplepelmets] 06/10/2021 09:17

"Masurenguy6 Oct '21 - 08:14 - 854 of 858
0 6 1
What a lot of rot. Taiwan is not Afghanistan"

(rolls eyes patiently) You have just not been paying attention. China captured the entire South China Sea and built military bases and even nuclear reactors on some of the reclaimed shoals/reefs. That was the time to say, No way Xi. But the divider in chief Obama was too busy playing divide and conquer Sun Tzu BS games on the American domestic population. Trump had China terrified, and now we have Tapioca Joe Biden. A pathetic President, whose son still owns 10% equity of a Chinese firm( majorly owned by the CCP(as illegal as it gets but hey they are dems, nobody cares and media is trying to distract from the WHYS?). The Bidens are totally owned by China.
This is why China can and will take Taiwan during the HeelsUp Harris/Biden admin. They can't wait beyond as Trump will almost certainly take up the reins again after the next election. Seeing Biden fluff Afghanistan and run in terror, and the media run cover and try to distract and praise the situation was all the encouragement they need.
It's OK to not be paying attention to global affairs, but best not to start your factually lacking post with the words "What a lot of rot." !

[scruff1] 06/10/2021 09:08

Ok no worries. Your last point is hopefully as far as Xi will go. Personally although I have no idea how it can be done it has gone so far but I would like to see the world try to unwrap itself somewhat from China's dominance of global trade. It would IMO give nations such as Taiwan more leeway and make for a much safer world

[masurenguy] 06/10/2021 08:52

It was not in response to you - it was to post #853.

[scruff1] 06/10/2021 08:42

Masurenguy
If that was aimed at me then that was my point. That without an invasion there isnt much China can do as unlike in HK it hasnt got its foot in the door. In absolutely no way was a comparison with Afghanistan was made - that as you say would be rot. China will continue to pressurise as they have with their flights into the safety zone - lets hope Taiwan dont retaliate as that would play into Chinas hands(I would think that is their aim) but I am sure Tsai is above that. No doubt they will try trade pressure as they have with Oz.
My point also - may be a bit flippant - but the behaviour of the allies in Afghanistan will not have done much to discourage Chinas constant prodding at nations in the South China Sea but any invasion of Taiwan would be a major global incident with far reaching repercussions. The most worrying aspect IMO is Xi's vow that it is his duty to reclaim Taiwan during his presidency - and hes not prone to bluster

[masurenguy] 06/10/2021 08:14

What a lot of rot. Taiwan is not Afghanistan - like South Korea it is an independent democratic entity without any internal armed opposition to the government and there are no foreign military forces based there either. To compare them, and their strategic importance with Afghanistan, is utterly absurd.

Taiwan has the 19th largest GDP in the world, on a par with Australia, and larger than countries like Nigeria, the Netherlands and South Africa. In that context cira one-third of its total international trade is with China. Therefore China has considerable economic leverage one the one hand, and could exert a coercive economic squeeze of Taiwans economy, but also it means that Taiwan constitutes a very important economic establishment on the other and there would be no benefit whatsoever in China destroying the islands infastructure through ariel bombarment, aside from the international reaction that this would provoke.

Any invasion of Taiwan would require a considerable military build-up on the Chinese coast accross the strait and this would take time and be visible to the rest of the world. Invading accross a 100 mile strait would not be easy and Taiwan has a sophisticated military establishment that could inflict significant damage to any invading force. Attacking the Chinese fleet and sinking transport ships would take out large amounts of the ground invasion force and permanently degrade their amphibious capabilities.

The Chinese also do not know what US, UK, Japan, South Korea and Australian reaction would be. This is a poker hand that has existed for a long time and was recently strenghened by the AUKUS deal. In the event of any invasion important free trade shipping routes through the Taiwan straits would be lost. Taiwan is also the largest semiconductor manufacturer in the world, accounting for 50% of global production, and is therefore of great strategic and economic interest to the West. The economic consequences on China from the West, who are their biggest trading partners, would also br severe. This is not like the Cold War scenario that existed with the old Soviet Union.

There will be a lot of sabre rattling but not much else. In the short term it would take a major provocation, like Taiwan declaring itself to be an independent sovereign state, to provoke a Chinese military reaction and the US has always constrained them from doing that. In the much longer term economic ties will bring Taiwan even more within the Chinese orbit and that is something that Beijing has always clearly recognised and promoted.

[scruff1] 05/10/2021 21:21

Taiwan will be different to HK. It may not deter the Chinese too much but if they invade Taiwan (and I cant see what they can do therwise) then it would have major global repurcussions - though the Chinese may bank on Fatty Johnson and Dozy Joe being just that - too slow and dozy and too timid after their slow and dozy showing in Afghanistan. I just cant see em doing much apart from sayin something tough - I would imagine that would be the Chinese view. An invasion though would upset a lot of apple carts by any measure. It would upset ours :-)

[danieldruff2] 05/10/2021 16:28

It will become Chinese

[digitaria] 05/10/2021 13:48

> Only 15% of the Investment Trust is currently invested in China.
> They have reduced their weighting considerably.

More than 18% is invested in Taiwan! What's going to happen to that if matters escalate between China and Taiwan?