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.

What is the significance of dividend growth in relation to inflation according to the text?

What type of stocks are preferred in a disinflationary phase according to the discussion?