Matthews Asia's Jesper Madsen sees Asian markets not just as a growth story, but also as a good source of expanding dividends.
As investment in fixed assets declines, consumption will drive GDP growth in China, and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.
Morningstar's Steve Pikelny discusses his closed-end fund ideas for international fixed-income and equity exposure and the advantages for using CEFs in these areas.
Andrew Foster of Analyst Pick Matthews Asian Growth & Income says Asia-stock dividends are picking up steam but may be volatile due to currency effects.
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