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

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Latest Insights

Five principles for investing in emerging markets

As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.
  • Article
  • 10 mins

India’s economic resurgence amidst the turbulence

Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead.
  • Article
  • 5 mins

Growing headwinds for Asian equities; but we see grounds for longer-term optimism

Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired. Irrespectively and without question though, the country has gone from strength to strength.
  • Article
  • 5 mins

FSSAIM - Global Emerging Markets Equities Focus - September 2022

Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process.
  • Article
  • 3 mins

Fear of missing out

FOMO, that would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.
  • Article
  • 2 mins

Thinking about risk in Emerging Markets

Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Article
  • 4 mins