FSSA ESG Report 2023: highlighting our ESG activities and company engagements

At FSSA Investment Managers we seek to invest in quality companies and hold them for the long term. To us, “quality” and “ESG” are synonymous; therefore, we have embedded ESG analysis within the team and have integrated it into our fundamental company research.

  • 5 mins

Read more

Latest insights

The FSSA team - Vinay Agarwal, Sreevardhan Agarwal and Shivika Srimal – has always found great investment opportunities in the India market, and believe that the pool of investable companies is growing every year. In this note, they share how the investment themes in India have evolved and what excites them as they look ahead to the future.
  • Video
  • 15 mins
The FSSA team – Winston Ke, Helen Chen and Tianyi Tang – discuss various investor concerns while highlighting where they still see interesting opportunities in the China equities market.
  • Video
  • 17 mins
In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
  • Video
  • 13 mins
After China reopened at the end of 2022, the market’s optimism soon faded and turned into disappointment. But despite the various macro concerns, the picture is more mixed from our perspective. Some segments posted decent recoveries which were often overlooked amid the pessimism.
  • Article
  • 8 mins
We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it. Call us biased, but we have been arguing in favour of a standalone investment in India for many years.
  • Article
  • 3 mins
The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns.
  • Article
  • 8 mins
Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial.
  • Article
  • 10 mins
In our team, mistakes are teachable moments to be shared and learnt from. Thankfully, for us and our clients, in our history of investing in India we have managed to avoid the big ones.
  • Article
  • 8 mins