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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
13 mins

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Green shoots appearing but challenges remain

In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients.

28 July, 2022
Article
8 mins

China: Looking past near-term volatility

In the past two years, investors in China have faced challenges from policy reforms, Covid-19, and commodity price inflation.

29 June, 2022
Article
12 mins

How should investors position themselves during periods of market volatility?

Market volatility has been a feature of Asian and GEM markets for quite some time. The reasons are well known and range from global issues such as the pandemic to region-specific events such as Evergrande and concerns around the Chinese property market.

06 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.

04 May, 2022
Article
5 mins

Webcast: How will the “common prosperity” narrative and zero-Covid policy impact China’s long-term attractiveness?

From the regulatory crackdown on internet and tech companies to the property market slump, 2021 was an eventful year for China to say the least.

31 March, 2022
Webcast
41 mins

How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal?

Despite China being the first country to face the challenges of Covid, early optimism around its control over the virus seems to have waned.

24 March, 2022
Article
12 mins

Can China claw back performance in the year of the tiger?

Once again, 2021 was a year full of surprises and challenges, with ongoing Covid disruptions and China turning from a global outperformer to underperformer.

25 January, 2022
Article
10 mins

Navigating the challenges and opportunities as China targets net zero

China made headlines for watering down coal reduction targets during COP26, but we think the criticism is unfair.

29 November, 2021
Article
6 mins

China’s e-commerce companies are eating the big grocers’ lunch

The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition.

22 November, 2021
Article
5 mins

China’s decarbonisation plans and the companies poised to benefit

President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning.

15 October, 2021
Article
6 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

FSSA Investment Managers

Asia Pacific Equities: Fund Manager Q&A

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