Video - China: what has changed... and what remains the same video

Watch the presentation from the FSSA Forum in London, October 2023.

FSSA Forum London - China presentation US

China is still a very interesting universe for us to discover ideas

- Helen Chen

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.

Despite the speed of change in this dynamic market, FSSA’s philosophy remains the same. By investing in the best companies we can find and holding them for the long term, we expect to earn attractive returns through economic and sentiment-driven cycles.

Case studies

 

ANTA Sports

Sports equipment multinational corporation headquartered in Jinjiang, China.

FSSA Forum London - US version: ANTA Sports

 

Centre Testing International

The biggest private testing, inspection and certification (TIC) company in China.

FSSA Forum London US version - China Case Study Centre Testing

 

China Resources Beer

The largest beer company in China with around 30% market share.

FSSA Forum London US version - China Case Study Resources Beer

Navigate Greater China’s evolving landscape with a different perspective.

Important Information

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