Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Green shoots appearing but challenges remain Client update: A fast thaw after a long winter Reflections on China’s market evolution over the last 30 years China equities: Keeping a long-term view China equities: Quality and patience go a long way Meeting companies amid China’s post-Covid rebound Martin Lau: Revisiting the Case for Investing in Chinese Stocks China: what has changed... and what remains the same? Video - China: what has changed... and what remains the same Discerning value amid China’s macro noise Asia Pacific The evolution of Chinese & Asian markets – recent developments and implications for investors Finding the silver lining in Asia Pacific markets Growing headwinds for Asian equities; but we see grounds for longer-term optimism Back to reality for Asian markets? High-quality companies hiding in small market capitalisations Market outlook: it’s the end of the world, all over again?! Experience over hope for Asian markets Indian Subcontinent Fear of missing out Reflections on the past ten years of managing Indian equities India’s economic resurgence amidst the turbulence India Client Update - February 2023 An essay on not investing Solara eclipse Travelling, rather than arriving, with companies in India Video - Travelling, rather than arriving, with companies in India The India "exposure" Accessing India's growth: why you need more than a GEM strategy Global Emerging Markets Adhering to the Fundamentals of Investing in Global Emerging Markets Thinking about risk in Emerging Markets FSSAIM - Global Emerging Markets Equities Focus - September 2022 Five principles for investing in emerging markets FSSA GEM Focus strategy reaches 5-year anniversary Taking stock of five years managing the FSSA Global Emerging Markets strategy Evaluating management teams in emerging markets Investing in great businesses Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown Emerging markets: quality from a broader stakeholder context Japan Japan Equities Update - May 2023 Our strategies Asia Pacific Indonesian bank with low cost deposits, high returns and growing market share Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation and robotics Champion of structurally indispensable technology Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents
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. 03 May, 2024 Video 17 mins
Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 Article 10 mins
Video - Travelling, rather than arriving, with companies in India There have been many disruptions in India over the past decade, with frequent regulatory reforms and a costly Covid-19 experience. However, the positive effects of the reforms are now being seen, with market leaders across sectors gaining rapidly from the formalisation of the economy. 18 April, 2024 Article
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.