Featured insight Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 10 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest Insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 Article 10 mins 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. 18 April, 2024 Article 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. 18 April, 2024 Article 23 mins 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. 16 April, 2024 Video 13 mins Accessing India's growth: why you need more than a GEM strategy India's economic prowess has become a focal point for institutional investors eyeing long-term growth. Traditionally, investors lean towards Global Emerging Market (GEM) strategies to tap into this opportunity. 03 April, 2024 Article 4 mins Discerning value amid China’s macro noise When China reopened at the end of 2022, domestic stocks had a V-shaped rebound, analysts raised their earnings forecasts, and companies prepared for a steep recovery in the economy. But the market’s optimism soon faded and turned into disappointment. 22 February, 2024 Article 9 mins Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns. 30 January, 2024 Article 8 mins The India "exposure" “We already have (exposure) to India via our Asia and Regional strategies.” We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it. Call us biased, but we have been arguing in favour of a standalone investment in India for many years. 29 January, 2024 Article 3 mins Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins Market outlook: it’s the end of the world, all over again?! In the Asian markets, investors have gone from “anything, as long as it’s China” to today’s high levels of fear and disbelief, but that is typical when markets fall significantly. 02 November, 2023 Article 5 mins Travelling, rather than arriving, with companies in India Sree Agarwal and Shivika Srimal, investment analysts at FSSA Investment Managers, believe there are a number of reasons to be positive on India in the long run, and shared their rationale at the FSSA Forum 2023. 02 November, 2023 Article 5 mins Previous page 1 2 3 4 5 6 Next page
Latest Insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 Article 10 mins 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. 18 April, 2024 Article 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. 18 April, 2024 Article 23 mins 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. 16 April, 2024 Video 13 mins Accessing India's growth: why you need more than a GEM strategy India's economic prowess has become a focal point for institutional investors eyeing long-term growth. Traditionally, investors lean towards Global Emerging Market (GEM) strategies to tap into this opportunity. 03 April, 2024 Article 4 mins Discerning value amid China’s macro noise When China reopened at the end of 2022, domestic stocks had a V-shaped rebound, analysts raised their earnings forecasts, and companies prepared for a steep recovery in the economy. But the market’s optimism soon faded and turned into disappointment. 22 February, 2024 Article 9 mins Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns. 30 January, 2024 Article 8 mins The India "exposure" “We already have (exposure) to India via our Asia and Regional strategies.” We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it. Call us biased, but we have been arguing in favour of a standalone investment in India for many years. 29 January, 2024 Article 3 mins Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins Market outlook: it’s the end of the world, all over again?! In the Asian markets, investors have gone from “anything, as long as it’s China” to today’s high levels of fear and disbelief, but that is typical when markets fall significantly. 02 November, 2023 Article 5 mins Travelling, rather than arriving, with companies in India Sree Agarwal and Shivika Srimal, investment analysts at FSSA Investment Managers, believe there are a number of reasons to be positive on India in the long run, and shared their rationale at the FSSA Forum 2023. 02 November, 2023 Article 5 mins Previous page 1 2 3 4 5 6 Next page
Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 Article 10 mins
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. 18 April, 2024 Article
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. 18 April, 2024 Article 23 mins
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. 16 April, 2024 Video 13 mins
Accessing India's growth: why you need more than a GEM strategy India's economic prowess has become a focal point for institutional investors eyeing long-term growth. Traditionally, investors lean towards Global Emerging Market (GEM) strategies to tap into this opportunity. 03 April, 2024 Article 4 mins
Discerning value amid China’s macro noise When China reopened at the end of 2022, domestic stocks had a V-shaped rebound, analysts raised their earnings forecasts, and companies prepared for a steep recovery in the economy. But the market’s optimism soon faded and turned into disappointment. 22 February, 2024 Article 9 mins
Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns. 30 January, 2024 Article 8 mins
The India "exposure" “We already have (exposure) to India via our Asia and Regional strategies.” We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it. Call us biased, but we have been arguing in favour of a standalone investment in India for many years. 29 January, 2024 Article 3 mins
Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins
Market outlook: it’s the end of the world, all over again?! In the Asian markets, investors have gone from “anything, as long as it’s China” to today’s high levels of fear and disbelief, but that is typical when markets fall significantly. 02 November, 2023 Article 5 mins
Travelling, rather than arriving, with companies in India Sree Agarwal and Shivika Srimal, investment analysts at FSSA Investment Managers, believe there are a number of reasons to be positive on India in the long run, and shared their rationale at the FSSA Forum 2023. 02 November, 2023 Article 5 mins
Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context 02 May, 2024 Article 10 mins
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. 18 April, 2024 Article
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. 18 April, 2024 Article 23 mins
Emerging markets: quality from a broader stakeholder context Emerging markets: quality from a broader stakeholder context