Merryn Talks Money Diversification Play: Why It's Not Too Late to Buy Asia
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Feb 23, 2026 Fiona Yang, portfolio manager at Invesco specializing in Asian equities, brings a valuation-driven, long-term approach to picking stocks across emerging Asian markets. She discusses the 2025 capital rotation into Asia, why Asia is more than China, demographic and structural shifts, rising shareholder returns, geopolitics and how to find mispriced opportunities in diverse markets like India, Korea, Vietnam and Taiwan.
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Ageing Forces Asia Into Automation And Silver Themes
- Demographic ageing is structural across many Asian economies and pushes them to upgrade into automation and robotics.
- Managers see rising 'silver' themes: healthcare, hospitality and re-education for retirees.
Use Asian Dividends And Trust Payouts For Income
- Seek dividend-paying Asian companies and use investment trust payout flexibility to deliver income.
- The trust targets a c.4% payout and Asia now offers ~2%+ regional dividend yields with rising buybacks.
China Still Has Selective Opportunities Despite Rally
- China is no longer the deepest bargain it was two years ago, but still offers bottom-up stock-picking breadth.
- Fiona's team toured China and found advances in robotics, EVs and cost progress that support selective investment.