– Stronger income potential in Indian names as financials, industrials, materials and healthcare stocks reinstate dividends.
– Dividend recovery likely in the coming months across EM ex-Asia.
– We believe the strong performance of income-oriented Value strategies in EM this year is set to continue.
The Rothko Dividend Monitor (RDM) interactively reveals changes in dividend payments across markets, sectors, and thousands of individual companies around the world. Check out US$ dividend performance since the start of the Covid-19 Crisis (Jan 31, 2020 – July 31, 2021) here: