Featured insight Emerging markets: quality from a broader stakeholder context 02 May, 2024 10 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 mins Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins 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. 24 November, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins 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. 29 July, 2022 Article 8 mins Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Japan Go Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 mins Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins 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. 24 November, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins 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. 29 July, 2022 Article 8 mins Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
Quality at any price? Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles. 10 January, 2023 Article 5 mins
Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins
India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins
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. 24 November, 2022 Article 5 mins
Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins
Japan: focusing on the fundamentals With global markets declining, led by rising inflation and interest rates, how has Japan fared? Whilst not immune to higher food and energy costs, core inflation in Japan actually remains anaemic. 26 October, 2022 Video 7 mins
FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins
Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins
Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins
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. 29 July, 2022 Article 8 mins
Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 Article 5 mins
Asia Pacific Equities: Fund Manager Q&A In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies. 16 April, 2024 Video 13 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. 03 April, 2024 Article 4 mins