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Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.

11 November, 2025
8 mins

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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

Tapping into the rise of the Asian consumer

As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services.

11 October, 2021
Article
6 mins

Rising incomes and under-penetrated categories in India

As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford.

11 October, 2021
Article
6 mins

Global Emerging Markets Equities - September 2021

Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride.

28 September, 2021
Article
28 mins

India - Monthly Manager Views - August 2021

As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) have recently announced that the shortage of semiconductor supply has impacted their production schedules.

24 September, 2021
Article
6 mins

China's Tightening Regulations - Should Investors be Worried?

What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation.

22 September, 2021
Article
4 mins

India - Monthly Manager Views - July 2021

Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion1, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis. In our Monthly Manager Views in April 2021, we spoke about the initial public offering (IPO) rush that we had begun seeing in India early this year.

31 August, 2021
Article
5 mins

Investing in uncertain times – what experience has taught us

Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption.

04 August, 2021
Article
6 mins

Riding out the turbulence with our North Star

As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory.

04 August, 2021
Article
6 mins

India: Backing good people running good businesses is the key

From our discussions with companies in the FSSA Indian Subcontinent equity strategy, it is clear that they are well-positioned to deal with the impact of the second wave of the virus on their businesses.

04 August, 2021
Article
6 mins

FSSA Investment Managers

Beyond the AI rally

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