1. Featured insight

Emerging markets: quality from a broader stakeholder context

At its core, our investment philosophy endeavors to identify quality management teams that run businesses able to compound earnings or free-cash flows at attractive rates for long periods of time.

  • 10 mins

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Latest insights

Tightening regulation on Chinese technology companies

What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity?
  • Article
  • 6 mins

China-US trade tensions: A blessing in disguise

How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies?
  • Article
  • 6 mins

China Equities Update - June 2021

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.
  • Article
  • 10 mins

China - what's in store for 2021?

2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.
  • Article
  • 20 mins

China Equities Update - October 2020

China’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year.
  • Article
  • 15 mins

Podcast: China, ray of hope and pockets of opportunities

China, whose market was the first to suffer the ramifications of the Covid-19 crisis, is now slowly recovering and resuming back online. Tune in to a panel discussion with FSSA Greater China Strategy’s investment team.
  • Podcast
  • 15 mins

China Equities Update - March 2020

Each year around the Lunar New Year, factories in China switch off production and close up shop for the Spring Festival period. Factory workers who had left their rural hometowns in search of better wages in cities travel home en masse for the celebrations.
  • Article
  • 15 mins