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Waning of US exceptionalism could benefit emerging markets

As questions about the waning of US exceptionalism are taking hold, institutional investors are increasingly looking to diversify their equity holdings.

25 July, 2025
4 mins

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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.

15 October, 2021
Article
6 mins

Consumer companies benefit from growing demand in emerging markets

Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially.

15 October, 2021
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6 mins

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.

11 October, 2021
Article
6 mins

India: Monthly Manager Views - September 2021

As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.”

11 October, 2021
Article
5 mins

Rising incomes and under-penetrated categories in India

As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford.

11 October, 2021
Article
6 mins

Global Emerging Markets Equities Update - September 2021

Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride.

16 September, 2021
Article
20 mins

India: Monthly Manager Views - August 2021

As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) have recently announced that the shortage of semiconductor supply has impacted their production schedules.

14 September, 2021
Article
8 mins

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.

17 August, 2021
Article
5 mins

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.

04 August, 2021
Article
6 mins

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.

04 August, 2021
Article
6 mins

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.

04 August, 2021
Article
6 mins

FSSA Investment Managers

Waning of US exceptionalism could benefit emerging markets

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