Podcast and Webcast
Webcast: Asia Pacific – Positioning for Reflation
With improving economic data seen in Q1, Asia Pacific is set on a path to recovery alongside with fears of interest rates potentially rising. How should one navigate through the uncertainty on interest rates and position for reflation?
Webcast: India – Road to Recovery: 2021 and Beyond
2020 had been a year of crisis and opportunities for Indian companies. As India continues to grapple with the pandemic stepping into the new year, recent economic data suggests that India may have turned towards the road to recovery. What will the Indian economy look like in 2021? Will the government's slew of structural reforms unleash a strong and sustainable recovery?
Webcast: China - What's in store for 2021?
2020 has been an extraordinary year for the markets – from the pandemic lows to one of the fastest bounce back in history. How will 2021 pan out especially from a China perspective?
Webcast: India – what are companies on the ground saying
In this second episode, we continue our conversation with Vinay Agarwal, Director of FSSA Investment Managers, where we will be discussing the following ideas.
Webcast: India – looking back the past two decades
With almost two decades of experience researching Indian equities, Vinay Agarwal, Director, has witnessed how the Indian market has evolved over the years.
Webcast: Japan - What lies ahead for post COVID-19 Japan?
Despite entering a recession, we believe there are still pockets of opportunities in Japan. As a matter of fact, Sophia Li, portfolio manager of the FSSA Japan Equity Strategy, argues that some companies benefited from the pandemic and it even accelerated the adoption of their products and services.
Webcast: Japan – a land of economic stagnation and rising opportunities?
Japan has been suffering decade-long economic stagnation. Yet, Sophia Li, portfolio manager of the FSSA Japan Equity Strategy, believes that it is a land of growth and opportunities.
Podcast: China, ray of hope and pockets of opportunities
China, whose market was the first to suffer the ramifications of the Covid-19 crisis, is now slowly recovering and resuming back online. Tune in to a panel discussion with FSSA Greater China Strategy’s investment team.
Podcast: Coronavirus - Asian markets corrections and resilience
This has been an unprecedented time which continues to evolve from a markets and Covid-19 perspective.