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  • Japan Equities Update - April 2022
    The performance of the FSSA Japan Equity strategy has been under pressure year-to-date, driven by a violent style and sector rotation from quality growth to financials and cyclical companies.
  • Webcast: Japan – Land of Hidden Gems
    In the most recent data, Japan’s economy shrank less than forecasted during the first quarter of the year. With the vaccination program on high gear, are we finally seeing light at the end of the tunnel for Japan?
  • Japan Equities Update - February 2021
    Looking back over 2020, a challenging year for many reasons, there were two key investment decisions that helped the performance of the FSSA Japan Equity strategy.
  • Japan Equities Update - May 2023
    In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed.
  • Japan Equities Update - October 2021
    In our last client update, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks — even though we had anticipated a sector rotation in the market.
  • Japan: Finding the ‘picks and shovels’ in the electric vehicle boom
    Japan is among the leading countries for automation – Japanese companies make more than 50% of all industrial robots and computer-controlled systems globally.
  • Japan
    FSSA Japan strategies are focused on secular growth trends which decouple from the macro-economic environment. These include well-managed Japanese companies that have global brand recognition, domestic leaders that have grown over multiple cycles, and automation companies that have benefitted from structural demand growth.
  • Riding out volatility with quality companies
    Given inflation levels are picking up around the world, why is this not a problem in Japan? There are fundamental differences in Japan’s economy to explain this. First, underlying consumption has stood still in the past decade or so.
  • Tackling the issues of an ageing population with automation and technology services
    With one of the oldest populations in the world, Japan has been planning for a future with fewer workers and more retirees for sometime.
  • Strong balance sheet paying off for Japanese companies
    At FSSA, our investment approach focuses on identifying high-quality companies with strong management teams, dominant franchises and conservative financials.
  • 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.
  • Leading medical equipment company in Japan
  • Insights
    Investment strategy updates and insights from FSSA Investment Managers' leading investment experts.
  • 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.
  • Travelling with companies on their ESG journeys
    At FSSA, we are long-term, bottom-up investors with a focus on quality. This mind-set also applies to how we engage with companies on Environmental, Social and Governance (ESG) matters.