1368998896
  1. Featured insight

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.

  • 5 mins

Read more

Latest insights

FSSA-all-china-temple-door.jpg

Client update: A fast thaw after a long winter

China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors.
  • Article
  • 8 mins
FSSA-hutong-china.png

China equities: Keeping a long-term view

In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
  • Article
  • 8 mins
GettyImages-45683508-final.jpg

China equities: Quality and patience go a long way

In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
  • Article
  • 8 mins
gettyimages-1347409658-170667a-2.jpg

Reflections on China’s market evolution over the last 30 years

In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year.
  • Article
  • 12 mins
India subcontinent insight

Quality at any price?

Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles.
  • Article
  • 5 mins
FSSA-global-emerging-markets.jpg

Five principles for investing in emerging markets

As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.
  • Article
  • 10 mins
tripreport-india-taiwan.jpg

India’s economic resurgence amidst the turbulence

Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead.
  • Article
  • 5 mins