Search Results

How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment?

While value is likely being created amid the artificial intelligence (AI) boom, increasing market concentration highlights the importance of diversification and valuation discipline.

Southeast Asia has historically seen more than its fair share of crises. Recent months have brought fresh ones.

Learn more about investing in Asia Pacific equities with FSSAIM today. Our APAC investment strategies are invested for sustainable, long term growth.

Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.

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.