Featured insight Emerging markets’ silent resilience 28 October, 2025 3 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go Emerging markets’ silent resilience 28 October, 2025 Article 3 mins On AI: the Age of Extremes Extreme views dominate today’s market narrative - especially around AI. While some foresee an imminent singularity, others warn of a bubble. We believe both may be partially right. AI is real and will shape entire industries, but the investable outcomes are likely more modest and diffuse than headlines suggest. 22 October, 2025 Article 6 mins 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 Article 4 mins China update: Domestic revival gaining traction despite external headwinds Investors started to turn more positive towards China after the government stepped up support for the economy last September. Domestic developments in artificial intelligence (AI) had also helped to boost market sentiment. But in recent weeks, global markets – including China equities – have been upended with chaotic announcements from the US about trade tariffs on goods imports from around the globe. 13 May, 2025 Article 8 mins Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins What makes India an exciting investment destination? India’s large population, its rapidly developing metropolises and its rich history of commerce, are all contributing to its journey in becoming an economic powerhouse. FSSA has been investing in India since the market first opened to foreign investors (in the early ‘90s); we then launched our dedicated India strategy in 1994. 05 November, 2024 Article 3 mins High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins China update: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 25 September, 2024 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go Emerging markets’ silent resilience 28 October, 2025 Article 3 mins On AI: the Age of Extremes Extreme views dominate today’s market narrative - especially around AI. While some foresee an imminent singularity, others warn of a bubble. We believe both may be partially right. AI is real and will shape entire industries, but the investable outcomes are likely more modest and diffuse than headlines suggest. 22 October, 2025 Article 6 mins 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 Article 4 mins China update: Domestic revival gaining traction despite external headwinds Investors started to turn more positive towards China after the government stepped up support for the economy last September. Domestic developments in artificial intelligence (AI) had also helped to boost market sentiment. But in recent weeks, global markets – including China equities – have been upended with chaotic announcements from the US about trade tariffs on goods imports from around the globe. 13 May, 2025 Article 8 mins Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins What makes India an exciting investment destination? India’s large population, its rapidly developing metropolises and its rich history of commerce, are all contributing to its journey in becoming an economic powerhouse. FSSA has been investing in India since the market first opened to foreign investors (in the early ‘90s); we then launched our dedicated India strategy in 1994. 05 November, 2024 Article 3 mins High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins China update: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 25 September, 2024 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 Next page
On AI: the Age of Extremes Extreme views dominate today’s market narrative - especially around AI. While some foresee an imminent singularity, others warn of a bubble. We believe both may be partially right. AI is real and will shape entire industries, but the investable outcomes are likely more modest and diffuse than headlines suggest. 22 October, 2025 Article 6 mins
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 Article 4 mins
China update: Domestic revival gaining traction despite external headwinds Investors started to turn more positive towards China after the government stepped up support for the economy last September. Domestic developments in artificial intelligence (AI) had also helped to boost market sentiment. But in recent weeks, global markets – including China equities – have been upended with chaotic announcements from the US about trade tariffs on goods imports from around the globe. 13 May, 2025 Article 8 mins
Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins
Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins
What makes India an exciting investment destination? India’s large population, its rapidly developing metropolises and its rich history of commerce, are all contributing to its journey in becoming an economic powerhouse. FSSA has been investing in India since the market first opened to foreign investors (in the early ‘90s); we then launched our dedicated India strategy in 1994. 05 November, 2024 Article 3 mins
High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins
China update: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 25 September, 2024 Article 5 mins
