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Our views on US tariffs

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.

09 April, 2025
5 mins

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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 - 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

ASEAN All Cap Strategy - Fund Manager Q&A

The FSSA Singapore & Malaysia Growth strategy was renamed the FSSA ASEAN All Cap strategy in December 2021 to reflect a change in the portfolio’s mandate. The strategy is now able to invest in the broader Southeast Asia universe.

12 April, 2022
Article
10 mins

Webcast: Adhering to the Fundamentals of Investing in Global Emerging Markets

How did last year play out for the Global Emerging Markets and what are the opportunities for the road ahead?

11 April, 2022
Webcast
46 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

India Monthly Manager Views - February 2022

We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room.

24 March, 2022
Article
3 mins

FSSA Investment Managers

Our views on US tariffs

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