Aberdeen Asian Income Fund: the Middle East conflict and what it means for Asia

Isaac Thong, Portfolio Manager of Aberdeen Asian Income Fund (AAIF), discusses how Asian markets are positioned in the current environment and what it means for income-focused investors. He outlines regional differences in exposure to higher oil prices, explains how sector and country positioning may help manage risk, and highlights the continued improvement in dividend payouts across Asia. He also discusses the trust’s focus on inflation beneficiaries, companies with pricing power and strong balance sheets, and how this approach supports resilient income generation.