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 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 The evolution of Chinese & Asian markets – recent developments and implications for investors 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 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 Global Emerging Markets Adhering to the Fundamentals of Investing in Global Emerging Markets Thinking about risk in 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 Japan Japan Equities February 2021 Japan: Land of Hidden Gems Webcast Japan: Automation and precision manufacturing Japan: Net cash and strong balance sheets Japan: focusing on the fundamentals Japan Equities Update - May 2023 Our funds Asia Pacific Diversified retailer with a dominant consumer franchise 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 premium mall operator doubling its footprint 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 Japan Global leader in automation Disrupting old-school industries with innovation Leading medical equipment company in Japan 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
Martin Lau: Revisiting the Case for Investing in Chinese Stocks In this podcast sponsored by Morningstar, our Managing Partner, Martin Lau, reflects on the state of China’s economy and market and what the future might hold. 21 September, 2023 Article 53 mins
High-quality companies hiding in small market capitalisations In our last update, we touched on the idea of high-quality companies hiding in small market capitalisations in ASEAN . This, in our view, is due to years of declining foreign-investor interest in the region. These companies are usually not covered in great detail or indeed at all by sell-side research analysts. 05 September, 2023 Article 9 mins
Addressing recent investor concerns on China In response to the recent client interest around China’s market and the challenging performance year-to-date, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 01 September, 2023 Article 12 mins
Martin Lau: Revisiting the Case for Investing in Chinese Stocks In this podcast sponsored by Morningstar, our Managing Partner, Martin Lau, reflects on the state of China’s economy and market and what the future might hold.
