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Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.

  • 8 mins

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Latest insights

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Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021.
  • Article
  • 6 mins
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As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. These monthly manager views are based on the team’s discussions with company management and the in-depth analysis that follows.
  • Article
  • 10 mins