Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Reflections on China’s market evolution over the last 30 years China equities: Quality and patience go a long way China equities: Keeping a long-term view Client update: A fast thaw after a long winter Meeting companies amid China’s post-Covid rebound Asia Pacific Indian Subcontinent An essay on not investing Global Emerging Markets Investing in great businesses Resilience of the FSSA Global Emerging Markets Focus strategy in the event of a developed markets slowdown Japan Our funds Asia Pacific Diversified retailer with a dominant consumer franchise Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China India Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation Disrupting old-school industries with innovation Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Documents and factsheets
Addressing recent investor concerns on China In response to the recent client interest around China’s market and the challenging performance year-to-date, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 01 September, 2023 Article 12 mins
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. 01 September, 2023 Article 9 mins
Resilience of the FSSA Global Emerging Markets Focus strategy in the event of a developed markets slowdown Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. However, we are confident in the ability of our portfolio holdings to navigate a US recession, as they have done in the past. 16 August, 2023 Article 5 mins
Addressing recent investor concerns on China In response to the recent client interest around China’s market and the challenging performance year-to-date, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
