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Video - Asia Pacific Equities Strategy Client Update
Asia Pacific Equities Strategy Client Update
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Video - China: what has changed... and what remains the same
While the media has been replete with negative headlines on China, Winston Ke and Helen Chen present a more balanced view. China still has many attractive features, including a large universe of quality companies with capable leaders, consistent earnings growth and increasing innovation.
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Video - Travelling, rather than arriving, with companies in India
There have been many disruptions in India over the past decade, with frequent regulatory reforms and a costly Covid-19 experience. However, the positive effects of the reforms are now being seen, with market leaders across sectors gaining rapidly from the formalisation of the economy.
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Fund in Five: Global Emerging Markets
In this Fund in Five, we talk to fund manager Rasmus Nemmoe, to look at the portfolio from five angles and see what makes it different to its peers – and why investors should be turning to emerging markets.
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End of Year review - Vinay Agarwal
End of Year review - Vinay Agarwal
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Japan: focusing on the fundamentals
With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic.
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Asia Pacific - Webcast: Positioning for Reflation
Asia Pacific webcast: Positioning for Reflation
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FSSAIM - India Monthly Manager Views - as at February 2022
We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room.
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Japan: Land of Hidden Gems Webcast
In the most recent data, Japan’s economy shrank less than forecasted during the first quarter of the year. With the vaccination program on high gear, are we finally seeing light at the end of the tunnel for Japan?
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India - Webcast: Road to Recovery: 2021 and Beyond
FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities
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Asia Pacific Equities: Fund Manager Q&A
In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
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Greater China
Learn about investing in Greater China equities with FSSAIM today. Our China, Hong Kong and Taiwan investment strategies aim to achieve sustainable, long term growth.