Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Green shoots appearing but challenges remain Client update: A fast thaw after a long winter Reflections on China’s market evolution over the last 30 years China equities: Keeping a long-term view China equities: Quality and patience go a long way Meeting companies amid China’s post-Covid rebound Martin Lau: Revisiting the Case for Investing in Chinese Stocks China: what has changed... and what remains the same? Discerning value amid China’s macro noise Asia Pacific The evolution of Chinese & Asian markets – recent developments and implications for investors Finding the silver lining in Asia Pacific markets Growing headwinds for Asian equities; but we see grounds for longer-term optimism Back to reality for Asian markets? High-quality companies hiding in small market capitalisations Market outlook: it’s the end of the world, all over again?! Experience over hope for Asian markets Indian Subcontinent Fear of missing out Reflections on the past ten years of managing Indian equities India’s economic resurgence amidst the turbulence India Client Update - February 2023 An essay on not investing Solara eclipse Travelling, rather than arriving, with companies in India The India "exposure" Accessing India's growth: why you need more than a GEM strategy Global Emerging Markets Adhering to the Fundamentals of Investing in Global Emerging Markets Thinking about risk in Emerging Markets FSSAIM - Global Emerging Markets Equities Focus - September 2022 Five principles for investing in emerging markets FSSA GEM Focus strategy reaches 5-year anniversary Taking stock of five years managing the FSSA Global Emerging Markets strategy Evaluating management teams in emerging markets Investing in great businesses Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown Japan Japan Equities Update - May 2023 Our strategies Asia Pacific Indonesian bank with low cost deposits, high returns and growing market share Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation and robotics Champion of structurally indispensable technology Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents
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
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.