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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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Heroes and Villains – our views on India’s business families

“For everything you say about India, the opposite is also equally true,” said a senior corporate executive, paraphrasing a quote from the British economist Joan Robinson, when we met him in India recently.

17 February, 2023
Article
5 mins

Taking stock of five years managing the FSSA Global Emerging Markets strategy

I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies.

13 January, 2023
Article
8 mins

Five principles for investing in emerging markets

As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.

12 January, 2023
Article
6 mins

FSSA GEM Focus strategy reaches 5-year anniversary

Five years ago we launched the FSSA Global Emerging Markets Focus strategy. It has been an interesting time to invest in emerging markets.

23 December, 2022
Article
8 mins

Quality at any price?

Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles.

15 December, 2022
Article
5 mins

Growing headwinds for Asian equities; but we see grounds for longer-term optimism

Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired.

15 November, 2022
Article
10 mins

Focusing on great management teams and business franchises in emerging markets

Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries.

10 October, 2022
Article
8 mins

Finding the silver lining in Asia Pacific markets

How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes.

30 September, 2022
Article
8 mins

Webcast: Focusing on quality amid the turbulence

Looking past near-term volatility, is China still an attractive investment destination? And looking outside of China, are there any growth opportunities in Asia?

29 August, 2022
Webcast
19 mins

Green shoots appearing but challenges remain

In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients.

28 July, 2022
Article
8 mins

The evolution of Chinese & Asian markets – recent developments and implications for investors

With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital.

06 July, 2022
Article
8 mins

FSSA Investment Managers

Our views on US tariffs

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