Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Reflections on China’s market evolution over the last 30 years China equities: Quality and patience go a long way China equities: Keeping a long-term view Client update: A fast thaw after a long winter Meeting companies amid China’s post-Covid rebound Asia Pacific Experience over hope for Asian markets Indian Subcontinent An essay on not investing Solara eclipse The India “exposure” Global Emerging Markets Investing in great businesses Resilience of the FSSA Global Emerging Markets Focus strategy in the event of a developed markets slowdown Japan Our funds Asia Pacific Indonesian bank with low cost deposits, high returns and growing market share Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China India Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation and robotics Champion of structurally indispensable technology Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Documents and factsheets
Discerning value amid China’s macro noise 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. 22 February, 2024 Article 8 mins
The India “exposure” 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. 01 February, 2024 Article 3 mins
Remaining optimistic on emerging markets 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. 30 January, 2024 Article 8 mins
Discerning value amid China’s macro noise 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.