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  • 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.
  • 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.
  • 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?
  • Reflections on China’s market evolution over the last 30 years
    In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year.
  • 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.
  • 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.
  • Client 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.
  • China’s decarbonisation plans and the companies poised to benefit
    President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning.
  • China Equities Update - Aug 2023
    After Chinese stocks rallied upon the abrupt end to pandemic lockdowns in late 2022, pessimism has taken hold of the markets again. This time, concerns include the uneven post-Covid recovery, the lack of stimulus and weak external demand.
  • Addressing recent investor concerns on China
    In response to the recent client interest around China’s market and the challenging performance year-to-date, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
  • China equities: Quality and patience go a long way
    In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
  • China equities: Keeping a long-term view
    In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
  • Client update - November 2021
    China made headlines for watering down coal reduction targets during COP26, but we think the criticism is unfair.
  • Client Update - November 2021
    The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition.
  • 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?
  • Meeting companies amid China’s post-Covid rebound
    Following on the FSSA China Growth strategy’s 30th anniversary, we sat down with our China portfolio managers Martin Lau, Winston Ke and Helen Chen to respond to recent questions from investors. In this Q&A, they discuss market valuations, inflation, geopolitics and recent company visits.
  • Client update: A fast thaw after a long winter
    China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors.
  • How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal?
    Despite China being the first country to face the challenges of Covid, early optimism around its control over the virus seems to have waned.
  • Webcast: How will the “common prosperity” narrative and zero-Covid policy impact China’s long-term attractiveness?
    From the regulatory crackdown on internet and tech companies to the property market slump, 2021 was an eventful year for China to say the least.
  • Greater China
    FSSA Greater China strategies cover China, Hong Kong and Taiwan, with single country and regional portfolios. Our China A-Share strategy is positioned to capture major growth opportunities in China over the long term.
  • Tightening regulation on Chinese technology companies
    What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity?
  • 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?
  • Positioning for resilience in volatile times
    FSSA Investment Managers has been investing in Asia and global emerging markets for three decades.
  • 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.
  • 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, India and Japan.