Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Green shoots appearing but challenges remain China Equities Client Update China - what's in store for 2021 How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Client update: A fast thaw after a long winter China equities: Quality and patience go a long way China equities: Keeping a long-term view Reflections on China’s market evolution over the last 30 years Meeting companies amid China’s post-Covid rebound Martin Lau: Revisiting the Case for Investing in Chinese Stocks Video - China: what has changed... and what remains the same Discerning value amid China’s macro noise Asia Pacific Asian Growth - Manager Views Asia Pacific - Webcast: Positioning for Reflation Video - Asia Pacific Equities Strategy Client Update Asia Pacific - a balanced portfolio is key to navigate uncertainty Asian Growth Update - January 2021 Growing headwinds for Asian equities; but we see grounds for longer-term optimism Back to reality for Asian markets? High-quality companies hiding in small market capitalisations Experience over hope for Asian markets Return-free risk, or opportunity knocks in Asian equities? Where is ASEAN’s middle class? Focused on the fundamentals Indian Subcontinent India - Fund Manager Views - March 2021 India - Monthly Manager Views - May 2021 FSSAIM - India Monthly Manager Views - as at February 2022 Mahindra & Mahindra: A rejuvenation in progress Reflections on the past ten years of managing Indian equities Webcast: India – Economic resurgence amidst the turbulence India’s economic resurgence amidst the turbulence Quality at any price? India Client Update - February 2023 An essay on not investing Solara eclipse The India “exposure" Accessing India's growth: why you need more than a GEM strategy What “Value Up”?! Global Emerging Markets Adhering to the Fundamentals of Investing in Global Emerging Markets FSSAIM - Global Emerging Markets Equities Focus - September 2022 Five principles for investing in emerging markets Taking stock of five years managing the FSSA Global Emerging Markets strategy FSSAIM - Global Emerging Markets Equities Focus - December 2022 Evaluating management teams in emerging markets Investing in great businesses Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown Emerging markets: quality from a broader stakeholder context High-quality financials in emerging markets Navigating uncertainty Our funds Asia Pacific Indonesian bank with low cost deposits, high returns and growing market share Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Documents and factsheets
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
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.
