Aberdeen Asian Income Fund: income, reform and the AI opportunity

Eric Chan, Portfolio Manager of Aberdeen Asian Income Fund (AAIF), explains how Asian technology differs from global peers, with greater exposure to hardware businesses that have strong cash flows and a history of paying dividends. He discusses the impact of improving corporate governance across Asia, rising shareholder returns and the potential for valuation reratings, particularly in markets such as Korea and India. He also outlines where the trust is finding opportunities, including in AI-linked technology, India and selected Asian markets, while reducing exposure to Australian real estate.