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. 11 April, 2023 Article 8 mins
Evaluating management teams in emerging markets At FSSA Investment Managers, we believe that meeting management teams is crucial in assessing the quality of a company. 29 March, 2023 Article 8 mins
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. 01 March, 2023 Article 8 mins
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.