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China - what's in store for 2021
2021 will be a year of recovery. This is not surprising given last year’s economic downturn.
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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.
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Reflections on China’s market evolution over the last 30 years
In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year.
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China equities: Keeping a long-term view
In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
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Addressing recent investor concerns on China
In response to the recent client interest around China’s market and the challenging performance year-to-date, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.
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China: what has changed... and what remains the same?
Most people in North America and Europe hold a negative view of China, according to a recent survey. This is hardly surprising given the portrayals in Western media – a Google Images search for “China” and “The Economist” returns front-cover headlines, such as: The brutal reality of dealing with China, Trade without trust, and America v China; it’s worse than you think.
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Green shoots appearing but challenges remain
In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients.
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Navigating the challenges and opportunities as China targets net zero
China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair.
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China equities: Quality and patience go a long way
In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year.
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China Equities Update - Aug 2023
After Chinese stocks rallied upon the abrupt end to pandemic lockdowns in late 2022, pessimism has taken hold of the markets again. This time, concerns include the uneven post-Covid recovery, the lack of stimulus and weak external demand.
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China’s e-commerce companies are eating the big grocers’ lunch
The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition.
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Meeting companies amid China’s post-Covid rebound
Following on the FSSA China Growth strategy’s 30th anniversary, we sat down with our China portfolio managers Martin Lau, Winston Ke and Helen Chen to respond to recent questions from investors. In this Q&A, they discuss market valuations, inflation, geopolitics and recent company visits.
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Client update: A fast thaw after a long winter
China equities have rebounded sharply since early November as the Covid Zero policy drew to a close. If we look back over the past decade, the last two years presented the most difficult stretch for us as China equity investors.
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Martin Lau: Revisiting the Case for Investing in Chinese Stocks
In this podcast sponsored by Morningstar, our Managing Partner, Martin Lau, reflects on the state of China’s economy and market and what the future might hold.
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Greater China
Learn about investing in Greater China equities with FSSAIM today. Our China, Hong Kong and Taiwan investment strategies aim to achieve sustainable, long term growth.