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  • Finding the silver lining in Asia Pacific markets
    How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment?
  • Asia Pacific Client Update - June 2021
    Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors.
  • Asia Pacific
    Learn more about investing in Asia Pacific equities with FSSAIM today. Our APAC investment strategies are invested for sustainable, long term growth.
  • Growing headwinds for Asian equities; but we see grounds for longer-term optimism
    Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired. Irrespectively and without question though, the country has gone from strength to strength.
  • Asian Growth Update - January 2021
    In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined.
  • The evolution of Chinese & Asian markets – recent developments and implications for investors
    With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital.
  • Back to reality for Asian markets?
    Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing.
  • Asian Growth Update – May 2022
    Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious.
  • 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.
  • 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.
  • High-quality companies hiding in small market capitalisations
    In our last update, we touched on the idea of high-quality companies hiding in small market capitalisations in ASEAN . This, in our view, is due to years of declining foreign-investor interest in the region. These companies are usually not covered in great detail or indeed at all by sell-side research analysts.
  • About us
    Operating as an autonomous investment team within First Sentier Investors group, we are a team of dedicated investment professionals based in Hong Kong and Singapore.