1. Featured insight

China Equities: Fund Manager Q&A

The FSSA team - Winston Ke, Helen Chen and Tianyi Tang discuss the market concerns and opportunities in China equities market.

  • 17 mins

Read more

Latest insights

China’s e-commerce companies are eating the big grocers’ lunch

The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups.
  • Article
  • 4 mins

India - Monthly Manager Views - October 2021

Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times.
  • Article
  • 4 mins

Japan - Client Update - October 2021

In our last client update in February 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks1 — even though we had anticipated a sector rotation in the market (the TOPIX subsequently peaked in March 2021).
  • Article
  • 16 mins

Tapping into the rise of the Asian consumer

As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services.
  • Article
  • 6 mins