Featured insight Evaluating management teams in emerging markets 29 March, 2023 4 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go India Client Update - February 2023 15 February, 2023 Article 3 mins Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 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. 02 December, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins Fear of missing out 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. 29 June, 2022 Article 5 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 mins Previous page 1 2 3 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go India Client Update - February 2023 15 February, 2023 Article 3 mins Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 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. 02 December, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins Fear of missing out 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. 29 June, 2022 Article 5 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 mins Previous page 1 2 3 Next page
Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 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. 02 December, 2022 Article 5 mins
Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins
Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins
Fear of missing out 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. 29 June, 2022 Article 5 mins
How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins
Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins
Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins
FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins
India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 mins
Client update: A fast thaw after a long winter China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors. 01 March, 2023 Article 8 mins
China equities: Keeping a long-term view In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins
