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-lantern-asia.png

Global Emerging Markets Equities

Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride.
  • Article
  • 28 mins
200505278-001

India - Monthly Manager Views - August 2021

As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) including Maruti Suzuki, Mahindra & Mahindra (M&M), Tata Motors and Eicher Motors have recently announced that the shortage of semiconductor supply has impacted their production schedules.
  • Article
  • 6 mins
FSSA-india.jpg

India - Monthly Manager Views - July 2021

Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion1, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis.
  • Article
  • 5 mins
FSSA-asia-all-cap-dragon.jpg

Riding out the turbulence with our North Star

As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory.
  • Article
  • 6 mins
FSSA-india.jpg

Is India still an attractive investment destination?

Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic.
  • Article
  • 6 mins
FSSA-china-growth-temple.jpg

China-US trade tensions: A blessing in disguise

How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies?
  • Article
  • 6 mins
Asian-growth-insight.png

Asian Growth - Manager Views

In boom times like today, when cash costs nothing and capitalisation rates are zero, everybody is focused on growth and the future. Revenue is vanity in the sense that entrepreneurs, thank goodness, dare to dream and build businesses.
  • Article
  • 6 mins
FSSA-pagoda-china.jpg

China Equities Client Update

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic travel, tourism and the leisure sectors in China have sprung back to life.
  • Article
  • 12 mins