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 Fear of missing out FOMO, that would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 24 June, 2022 Article 2 mins A rejuvenation in progress After a recent meeting in Mumbai with the top management of an Indian conglomerate group, we came back with a clear message — the group's commitment to its purpose does not mean that it will continue to operate loss-making businesses. 30 April, 2022 Article 3 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins India - Road to Recovery: 2021 and Beyond FSSA Investment Managers, Indian equities, Road to Recovery 06 May, 2021 Article 15 mins Previous page 1 2 Next page
Latest Insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Fear of missing out FOMO, that would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 24 June, 2022 Article 2 mins A rejuvenation in progress After a recent meeting in Mumbai with the top management of an Indian conglomerate group, we came back with a clear message — the group's commitment to its purpose does not mean that it will continue to operate loss-making businesses. 30 April, 2022 Article 3 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins India - Road to Recovery: 2021 and Beyond FSSA Investment Managers, Indian equities, Road to Recovery 06 May, 2021 Article 15 mins Previous page 1 2 Next page
Fear of missing out FOMO, that would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 24 June, 2022 Article 2 mins
A rejuvenation in progress After a recent meeting in Mumbai with the top management of an Indian conglomerate group, we came back with a clear message — the group's commitment to its purpose does not mean that it will continue to operate loss-making businesses. 30 April, 2022 Article 3 mins
India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins
India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins
India - Road to Recovery: 2021 and Beyond FSSA Investment Managers, Indian equities, Road to Recovery 06 May, 2021 Article 15 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