Daiwa Capital Focusing on High-Yield Dividend Growth Stocks, Kitney Says

The video discusses an internal dividend strategy, focusing initially on dividend growth during a period of reflation driven by US tax cuts. As the market transitions to a disinflationary phase, the strategy shifts towards yield stocks, favoring value over growth. The current approach targets high yield dividend growers, screening for stocks above the median dividend yield while maintaining growth potential.

During the initial phase influenced by US tax cuts, what was the primary focus of the dividend strategy?

• Dividend yield

• Dividend growth

• Bond yields

• Stock buybacks

Which phase emphasizes the importance of dividend growth due to rising bond yields?

• Reflationary phase

• Disinflationary phase

• Stagnation phase

• Deflationary phase

In a disinflationary environment starting from 2020, which type of stocks are preferred?

• Tech stocks

• Small-cap stocks

• Growth stocks

• Yield stocks

What is the main focus of the dividend strategy during the interim period?

• Low yield dividend growers

• Bond yields

• High yield dividend growers

• Tech stocks

What is the strategy for selecting stocks in the interim period?

• Selecting stocks below the median dividend yield

• Focusing on small-cap stocks

• Selecting stocks above the median dividend yield

• Focusing on tech stocks