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  1. Featured insight

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.

  • 5 mins

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Latest insights

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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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FSSA 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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Webcast: Asia Pacific - Repositioning for Reflation

With improving economic data seen in Q1, Asia Pacific is set on a path to recovery alongside with fears of interest rates potentially rising. How should one navigate through the uncertainty on interest rates and position for reflation?
  • Webcast
  • 60 mins
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India Monthly Manager Views - April 2021

In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020.
  • Article
  • 5 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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India Monthly Manager Views - March 2021

Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices.
  • Article
  • 6 mins
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Webcast: China - What's in store for 2021?

2020 has been an extraordinary year for the markets – from the pandemic lows to one of the fastest bounce back in history. How will 2021 pan out especially from a China perspective?
  • Webcast
  • 53 mins