A Balanced Asia Strategy for 2012: Income, Quality & Growth
by Carl Delfeld of Chartwell Partners,
When investors think of Asia, they usually think of growth investing. When I was making my three-week swings through Tokyo, Hong Kong and Sydney to visit clients the issue of dividends and income rarely came up at all. Since then, the region has matured - representing more than a third of world GDP and world stock market value. Asia is a big deal and is at the sweet spot of dividend yield, growth and quality. But the challenge of volatility still lurks.