Featured insight Emerging markets: quality from a broader stakeholder context 02 May, 2024 10 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 China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins China - what's in store for 2021? 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 mins Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 31 March, 2021 Article 4 mins Tapping into a broader range of investment opportunities as China market opens up The China equity market includes a myriad of share classes, each with distinct characteristics. ‘Offshore’ Chinese equities are listed on overseas stock exchanges such as New York and Hong Kong and denominated in foreign currencies, while ‘onshore’ Chinese equities are listed on the Shanghai and Shenzhen Stock Exchanges and denominated in RMB. 18 December, 2020 Article 7 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 China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins China - what's in store for 2021? 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 mins Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 31 March, 2021 Article 4 mins Tapping into a broader range of investment opportunities as China market opens up The China equity market includes a myriad of share classes, each with distinct characteristics. ‘Offshore’ Chinese equities are listed on overseas stock exchanges such as New York and Hong Kong and denominated in foreign currencies, while ‘onshore’ Chinese equities are listed on the Shanghai and Shenzhen Stock Exchanges and denominated in RMB. 18 December, 2020 Article 7 mins Previous page 1 2 3 Next page
China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins
Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins
China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins
China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins
China - what's in store for 2021? 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 mins
Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 31 March, 2021 Article 4 mins
Tapping into a broader range of investment opportunities as China market opens up The China equity market includes a myriad of share classes, each with distinct characteristics. ‘Offshore’ Chinese equities are listed on overseas stock exchanges such as New York and Hong Kong and denominated in foreign currencies, while ‘onshore’ Chinese equities are listed on the Shanghai and Shenzhen Stock Exchanges and denominated in RMB. 18 December, 2020 Article 7 mins
Asia Pacific Equities: Fund Manager Q&A In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 16 April, 2024 Video 13 mins
Accessing India's growth: why you need more than a GEM strategy India's economic prowess has become a focal point for institutional investors eyeing long-term growth. Traditionally, investors lean towards Global Emerging Market (GEM) strategies to tap into this opportunity. 03 April, 2024 Article 4 mins