Amid mounting geopolitical tensions, capital is expected to rotate back into emerging economies such as Asia. ChinaAMC Asia High Dividend ETF (03145.HK) moved higher in the afternoon session!

NewTimeSpace — With geopolitical conflict intensifying, the Fed’s rate-cut path shrouded in fog and a stealth sell-off in Treasuries, investors are growing uneasy over the U.S. fiscal deficit. Global capital is rotating out of dollar assets and redeploying into emerging economies, Asia included.
ChinaAMC Asia High Dividend (03145.HK) advanced in the afternoon, taking its year-to-date gain above 5%.

Exchange data show 03145.HK is Hong Kong’s first high-dividend ETF to use a “forward-looking dividend yield” strategy.
It tracks the Bloomberg Asia Pacific High Dividend 40 Index, which screens 40 stocks with the highest expected pay-out across large-, mid- and small-caps in more than ten Asia-Pacific markets (ex-Japan, ex-A-Shares).
ROE, leverage and liquidity filters are applied to avoid dividend traps.
The ETF taps Bloomberg consensus dividend forecasts (BEst) to project the next 12 months’ pay-outs, replacing the traditional backward-looking approach, and rebalances twice a year in March and September.
Following an index upgrade in October 2025, the fund targets an 8% annual dividend yield and aims to pay a steady monthly distribution.

New Epoch Research notes that Asia hosts the world’s richest and most diverse dividend universe, accounting for 33% of all high-dividend companies globally.
Taiwan and South Korea’s semiconductor giants, for example, have been among the most reliable dividend payers while also offering exposure to structural themes such as AI.
India and South-East Asia’s dividend stories, meanwhile, are linked to booming domestic consumption and a fast-expanding middle class.

Although the region boasts the largest number of dividend-paying stocks, Asia’s average payout ratio is only 38%, well below Europe’s 72% and developed markets’ 44%.
This suggests ample room for pay-outs to rise as companies increasingly prioritise shareholder returns — a trend being accelerated by regional governance reforms.

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