Abrdn Asiafocus Share Price (AAS)

@old&tired

I totally agree, the discount has been as wide as 20% recently which is why I started buying, currently at 17.5% to a buyer and, IMHO, a real steal.

One will need patience for sure, but the management is good, did you see the recent video on them ?

I used the some of the proceeds from the Fidelity Emerging Markets tender offer to buy more shares here. The discount has actually increased making the shares even more attractive. Sometimes the stock market behaves irrationally when pricing shares and I think that this is one of those times. In a couple of years, I expect these shares to be much higher and trading at a lower discount and people will be wondering why they didn't buy at this bargain price.

Ditto: a bit of this and a bit of SST, and long term, of course.

China will continue to be a worry for me for the forseeable - basically in terms of Xi's intentions and actions towards Taiwan. Quite a dilemma for him: attack Taiwan and not only does he get a heap of trouble there, but he could trash China's own economy, too. How long for is what he'd me thinking - no doubt pragmatism ($$$) in the West would win in the end.

Agreed. I've bought a position over the last week or so.

The management team seem very switched on here. Holding with a long term view.

The discount here is now over 16%. This is out of alignment with other Asian small company trusts. Asian shares look good value compared to shares in the western world and Asian small companies look very good value given their growth prospects.