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  1. Featured insight

Beyond the AI rally

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

  • 8 mins

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Latest insights

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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
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Asian Growth Update - January 2021

In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined.
  • Article
  • 15 mins