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  1. Featured insight

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.

  • 5 mins

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China-US trade tensions: A blessing in disguise

How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies?
  • Article
  • 6 mins
India subcontinent insight

India: Monthly Manager Views - June 2021

At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest.
  • Article
  • 5 mins
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Asian Growth Update - July 2021

In boom times like today, when cash costs nothing and capitalisation rates are zero, everybody is focused on growth and the future.
  • Article
  • 6 mins
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China Equities Update - June 2021

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.
  • Article
  • 10 mins
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Asian Growth Update - June 2021

Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors.
  • Article
  • 12 mins
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India: Monthly Manager Views - May 2021

We have closely followed earnings across our portfolio companies to assess how successfully they have emerged from the initial impact of the pandemic.
  • Article
  • 6 mins
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India: Monthly Manager Views - April 2021

As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run.
  • Article
  • 10 mins
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China - what's in store for 2021?

2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.
  • Article
  • 20 mins
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Asian Growth Update - January 2021

In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined.
  • Article
  • 15 mins