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 China Equities Client Update China - what's in store for 2021 How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Green shoots appearing but challenges remain China Equities Client Update China - what's in store for 2021? Five trends shaping investments in China: 2021 and beyond Tapping into a broader range of investment opportunities as China market opens up How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Reflections on China’s market evolution over the last 30 years China equities: Quality and patience go a long way China equities: Keeping a long-term view Client update: A fast thaw after a long winter Meeting companies amid China’s post-Covid rebound Martin Lau: Revisiting the Case for Investing in Chinese Stocks Video - China: what has changed... and what remains the same Discerning value amid China’s macro noise Asia Pacific Asia Pacific - Webcast: Positioning for Reflation Asian Growth - Client Update June 2021 Video : Asia Pacific Equities Strategy Client Update Asian Growth Update - January 2021 Asia Pacific - Webcast: Positioning for Reflation Asian Growth - Client Update June 2021 Video : Asia Pacific Equities Strategy Client Update Asia Pacific - a balanced portfolio is key to navigate uncertainty Asian Growth January 2021 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 Experience over hope for Asian markets Return-free risk, or opportunity knocks in Asian equities? Indian Subcontinent India - Monthly Manager Views - June 2021 India - Fund Manager Views - March 2021 Road to Recovery: 2021 and Beyond India - Monthly Manager Views - June 2021 India - Monthly Manager Views - May 2021 India - Monthly Manager Views - April 2021 India - Webcast: Road to Recovery: 2021 and Beyond India - Monthly Manager Views - March 2021 Road to Recovery: 2021 and Beyond FSSAIM - India Monthly Manager Views - as at February 2022 Mahindra & Mahindra: A rejuvenation in progress Reflections on the past ten years of managing Indian equities Webcast: India – Economic resurgence amidst the turbulence India’s economic resurgence amidst the turbulence Quality at any price? India Client Update - February 2023 An essay on not investing Solara eclipse Video - Travelling, rather than arriving, with companies in India The India “exposure" Accessing India's growth: why you need more than a GEM strategy India Equities: Fund Manager Q&A What “Value Up”?! Global Emerging Markets Global Emerging Markets Equities - September 2021 Adhering to the Fundamentals of Investing in Global Emerging Markets FSSAIM - Global Emerging Markets Equities Focus - September 2022 Five principles for investing in emerging markets FSSAIM - Global Emerging Markets Equities Focus - December 2022 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 High-quality financials in emerging markets Japan Japan: Net cash and strong balance sheets Japan: Land of Hidden Gems Webcast Japan Equities February 2021 Japan: focusing on the fundamentals Japan Equities Update - May 2023 Our funds 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 Performance and documents Price and performance Documents and factsheets
High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins
China equities: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 19 September, 2024 Article 5 mins
China equities: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 19 September, 2024 Article 5 mins
High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages.
