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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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Global Emerging Markets Equities Focus - March 2022

In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.

08 March, 2022
Article
10 mins

India Monthly Manager Views - January 2022

Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.

15 February, 2022
Article
8 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

India Monthly Manager Views - December 2021

50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief. The difference in perspective is critical.

17 January, 2022
Article
10 mins

India: Monthly Manager Views - November 2021

This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive.

14 December, 2021
Article
3 mins

Global Emerging Markets Equities Focus - December 2021

Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers.

05 December, 2021
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.

26 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

India: Monthly Manager Views - October 2021

Our investment philosophy is to back owners and managers with whom we feel strongly aligned, and track records of treating all stakeholders fairly.

16 November, 2021
Article
8 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

Consumer companies benefit from growing demand in emerging markets

Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially.

15 October, 2021
Article
6 mins

FSSA Investment Managers

Our views on US tariffs

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