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Exuberance and discipline: Finding durable returns in Asia’s crowded market

While value is likely being created amid the artificial intelligence (AI) boom, increasing market concentration highlights the importance of diversification and valuation discipline.

24 July, 2026
6 mins

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Focusing on great management teams and business franchises in emerging markets

Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries.

10 October, 2022
Article
8 mins

Finding the silver lining in Asia Pacific markets

How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes.

30 September, 2022
Article
8 mins

Webcast: Focusing on quality amid the turbulence

Looking past near-term volatility, is China still an attractive investment destination? And looking outside of China, are there any growth opportunities in Asia?

29 August, 2022
Webcast
19 mins

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

The evolution of Chinese & Asian markets – recent developments and implications for investors

With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital.

06 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

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.

20 June, 2022
Article
3 mins

Thinking about risk in Emerging Markets

Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.

13 June, 2022
Article
10 mins

Focusing on capital preservation amid growing headwinds in Asian equities

Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious.

25 May, 2022
Article
12 mins

India Monthly Manager Views - as at April 2022

After a recent meeting in Mumbai with the top management of Mahindra & Mahindra (M&M), 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
3 mins

Adhering to the Fundamentals of Investing in Global Emerging Markets

Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions.

12 April, 2022
Article
10 mins

FSSA Investment Managers

Exuberance and discipline: Finding durable returns in Asia’s crowded market

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