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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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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

China: Looking past near-term volatility

In the past two years, investors in China have faced challenges from policy reforms, Covid-19, and commodity price inflation.

29 June, 2022
Article
12 mins

Fear of missing out

That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown.

20 June, 2022
Article
3 mins

Thinking about risk in Emerging Markets

Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.

13 June, 2022
Article
10 mins

Focusing on capital preservation amid growing headwinds in Asian equities

Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious.

25 May, 2022
Article
12 mins

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Beyond the AI rally

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