Henderson Far East Income Share Discussion Threads

[aleman] 04/1/2024 11:21

Chinese slowdown over? Services PMI rises for 3rd consecutive month - to 52.9 in Dec from 51.5 in November. New Orders were highest for 7 months.

[superiorshares] 01/1/2024 06:32

Purplepelmets.
Yes could be the floor ? . It held the 2 pound .I just wouldn't personally put any fresh money in .
The middle East is going to bubble up .
SS

[purplepelmets] 31/12/2023 16:07

Dont disagree SS but holding tight here. I think we will be back above 3 quid by the end of 3rd quarter. Dsrkest hour just before dawn yadda yadda

[superiorshares] 31/12/2023 12:05

Now this comment isn't for you highly intelligent Lefties .
The Yanks are starting to engage actively outside of the Israel/ Hamas arena .
This is going to add huge pressure to the markets.
The wedge will be driven in further between the middle East/ China and Russia .
China could be univestible within 5 years should the present Situation continue

[novision] 31/12/2023 10:34

lol. It’s always the way!

[apparition1] 31/12/2023 10:07

Hi Novision. Just before Christmas I made an early New Years resolution to clear out the real dogs in my portfolio. After holding HFEL since 2016 I was sat on a loss of 16.5% after accounting for dividends so completely sold out. Not that that was the worst - EWI doesn't even pay dividends but was a much larger capital loss so out it went too. Luckily there are quite a few active trusts with more of an emphasis on the supposedly dire Footsie 350 that are serving me rather nicely so personally I'll drink a toast this evening to the UK markets. Which probably means the emerging markets will do much better next year!

[novision] 30/12/2023 17:13

Main Takeaway

It's also notable that the team will focus more on India, Indonesia and Taiwan, countries in which it has tended to have an underweight allocation. The team will also continue to focus on China, an allocation that has helped contribute to poor performance in recent years.

There are certainly reasons to be cautious about this shift in strategy. For one, it invites the risk of bad market timing. As Stifel analysts put it a few weeks ago: "While we think a rethink a strategy is welcome to allow greater flexibility in terms of investing, we wonder whether doing it now may lead to a rotation out of some names which have now already fallen and are now cheap."

The analysts also worried about the dividend being uncovered and argued that trusts such as Abrdn Asian Income (AAIF) looked more appealing. The Abrdn fund recently came with a share price dividend yield of 5.3 per cent and a double-digit discount.

As with other changes in strategy, investors might wish to wait and see how it works rather than diving straight in. But those who have already invested on the back of HFEL's huge yields might give the team the benefit of the doubt, for the time being.

[novision] 30/12/2023 17:10

Inv Chron view on HFEL. I think it's free, but if not, just search the title in private mode and you should be able to access.



I'm sat on a big capital loss here but "only" down 7% after divs... so holding on for now.

[advfndean] 30/12/2023 16:31

A second for Aleman's post - folks that are crude / rude will invariably not be adding anything constructive to ANY thread they post on. They are more likely than not to be lacking any intelligent thoughts or ideas and rather than post well rounded well researched articles they will be posting rubbish with their wild speculations of share price direction or copying and pasting stuff from other BBs. You're unlikely to miss anything of any real value by filtering out such posters.

[aleman] 30/12/2023 15:41

When nuisance posters get filtered, it does not help if other posters keep feeding them. Just press the filter button and ignore rather than spoil the thread in the same way they do.

[carpingtris] 29/12/2023 17:35

Give it a rest!

[guitarsolo] 29/12/2023 12:57

Purple, you display extraordinary ignorance.
Amanda Blanc comes from the Rhonnda valley, from a coalmining family. After studying at those "hoyty toyty" universities like Liverpool and Leeds she entered the insurance world on a graduate scheme with Commercial Union, as it was then. She has worked her way up from there and had a stellar career in insurance (and some banking) and is regarded extremely highly in the market.
The fact you haven't even understood a word of what she said shows how ignorant you are. From that we can deduce that you probably are one of those white men who got to wherever they got to because you were a white man and not because of your ability.
Try understanding what she said about the process. If you can't understand it, ask your children or grandchildren and they might be able to help.
Bon chance.

[superiorshares] 28/12/2023 23:04

Amanda Blanc
She is Blank all right !
I would say the top ten Investors of all time are men ..Nasty White ones
I would say also the biggest companies listed on the US stock exchange have all been created by men .. Nasty White ones .
Anyway must dash Luvvies, I'm reading some articles written by
Davina Solomon
SS

[rogerrail] 28/12/2023 13:07

To be perfectly blunt I don't care for all these hangars on, men or women. They are just on a corrupt gravy train. Hence the reference to jobs for the girls. The key person(s) is /are the fund manager(s), everyone else is an expense, though I grudgingly accept sometimes unavoidable to keep the fund manager in check and perform all the mundane red tape functions for which they are overpaid.

[2sporrans] 28/12/2023 05:31

Encouraging news out today: S. Korean semis stats for November; over 40% y.o.y hike in production and 80% leap in shipments.
Follows previous news of revival in the sector out of Korea/Taiwan for October.
Semiconductors feed into all manner of things.
Not just retail goods; also plant, infrastructure, transport and more.

How broad a surge in related growth is underway globally and in FE/Asia-Pacific in particular?
Maybe well beyond 'Tech.'; e.g. suggests other [esp.industrial] sectors like autos are growing well. BDY seems to be overtaking TESLA as biggest seller into Chinese market, which suggests this may be so.
Won't be long before the general picture gets filled out.

[superiorshares] 28/12/2023 01:21

If that is the case .
Why are all the worlds best Investors Men 😀
You Leftie Chuzzlewits will be telling me next all the best Chefs in the World are women.
How's that Rose woman going ?
For those old enough, Who remembers Nicola Horlick ?
Then you have this Leftie female , is it Aviva or Legal and General who has dictated if any White Males apply for a job , thy must be personally signed off by
SHE SHE SHE SHE SHE .
Leftie White Male haters , who are now feeding of the Wealth the White Male created .
Matters not a fig to me , you can pay for it out of your Pockets .
Now Just off to read about the late Charlene Munger

[kiwi2007] 27/12/2023 23:29

Depends which report you look at but they almost all show that women are better investors than men. Beating them by 0.4% to 1.4% pa.