1. Featured insight

Martin Lau: Revisiting the Case for Investing in Chinese Stocks

In this podcast sponsored by Morningstar, our Managing Partner, Martin Lau, reflects on the state of China’s economy and market and what the future might hold.

  • 53 mins

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Latest insights

High-quality companies hiding in small market capitalisations

In our last update, we touched on the idea of high-quality companies hiding in small market capitalisations in ASEAN . This, in our view, is due to years of declining foreign-investor interest in the region. These companies are usually not covered in great detail or indeed at all by sell-side research analysts.
  • Article
  • 9 mins

Moving forward on ESG

At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters.
  • Article
  • 5 mins

Back to reality for Asian markets?

Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing.
  • Article
  • 10 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

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.
  • Article
  • 5 mins

End of Year review - Richard Jones

Richard Jones, Director at FSSA Investment Managers, heads up the FSSA Asia-Pacific strategies and looks back on 2021 in the video below.
  • Article
  • 2 mins

End of Year review - Alistair Thompson

Alistair Thompson, Director at FSSA Investment Managers, heads up the FSSA Asia Pacific strategies and looks back on 2021 in the video below.
  • Article
  • 2 mins