Search Results

Search result(s) as below:

Search results

You searched for Asia Pacific

  • 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?
  • 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.
  • Asia Pacific Equities: Fund Manager Q&A
    In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
  • 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?
  • High-quality companies hiding in small market capitalisations
    In our last update, we touched on the idea of high-quality companies hiding in small market capitalisations in ASEAN . This, in our view, is due to years of declining foreign-investor interest in the region. These companies are usually not covered in great detail or indeed at all by sell-side research analysts.
  • Asia Pacific
    FSSA Asia Pacific strategies cover small, mid and large-cap companies. The portfolios are invested in quality companies that we believe have long-term, sustainable growth drivers and should benefit from Asia’s structural tailwinds.
  • Asian Growth Update – November 2022
    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.
  • Back to reality for Asian markets?
    Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing.
  • ASEAN All Cap Strategy - Fund Manager Q&A
    The FSSA Singapore & Malaysia Growth strategy was renamed the FSSA ASEAN All Cap strategy in December 2021 to reflect a change in the portfolio’s mandate. The strategy is now able to invest in the broader Southeast Asia universe.
  • Riding out the turbulence with our North Star
    As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory.
  • Experience over hope for Asian markets
    Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial.
  • Client 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.
  • 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.
  • Tapping into the rise of the Asian consumer
    As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services.
  • Asian Growth Update - May 2022
    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.
  • 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.
  • Investing in uncertain times – what experience has taught us
    Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption.
  • 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.
  • Return-free risk, or opportunity knocks in Asian equities?
    Uncover the untapped potential of Asian markets and emerging economies, as the article explores rebound opportunities and strategic moves in the FSSA Asian Growth Strategy portfolio.
  • How should investors position themselves during periods of market volatility?
    Market volatility has been a feature of Asian and GEM markets for quite some time. The reasons are well known and range from global issues such as the pandemic to region-specific events such as Evergrande and concerns around the Chinese property market.
  • Reflections on the past ten years of managing Indian equities
    Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown!
  • Our funds
    Our investment strategies cover regional and single country portfolios across the universe of small-, mid- and large-cap stocks, including Asia Pacific, Global Emerging Markets, Greater China Region, China A-Shares and India.
  • About us
    Operating as an autonomous investment team within First Sentier Investors group, FSSA Investment Managers are a team of dedicated investment professionals based in Hong Kong and Singapore.