Policies Policy relating to our investment and business practices is provided below: First Sentier Investors Order Execution Policy (last updated July 2022)
Asian Growth Update - June 2023 Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing. 02 June, 2023 Article 10 mins
Japan equities: Renewed optimism after visiting companies 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. 08 May, 2023 Article 8 mins
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. 11 April, 2023 Article 8 mins
Asian Growth Update - June 2023 Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing.