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  1. Featured insight

The longest race

What can the Tour de France teach us about investing? We explore why patience, discipline and a long-term mindset remain essential in markets increasingly driven by momentum and leverage.

  • 4 mins

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Latest insights

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India: Monthly Manager Views - July 2021

Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis.
  • Article
  • 5 mins
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Is India still an attractive investment destination?

Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic.
  • Article
  • 6 mins
India subcontinent insight

India: Backing good people running good businesses is the key

From our discussions with companies in the FSSA Indian Subcontinent equity strategy, it is clear that they are well-positioned to deal with the impact of the second wave of the virus on their businesses.
  • Article
  • 6 mins
India subcontinent insight

India: Monthly Manager Views - June 2021

At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest.
  • Article
  • 5 mins
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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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India: Monthly Manager Views - April 2021

As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run.
  • Article
  • 10 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
  • 10 mins