1391282942
  1. Featured insight

Waning of US exceptionalism could benefit emerging markets

As questions about the waning of US exceptionalism are taking hold, institutional investors are increasingly looking to diversify their equity holdings.

  • 4 mins

Read more

Latest insights

200505278-001

India - Fund Manager Views - March 2021

Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021.
  • Article
  • 6 mins
FSSA-india.jpg

India fund manager views - IPOs

As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. These monthly manager views are based on the team’s discussions with company management and the in-depth analysis that follows.
  • Article
  • 10 mins
ri-paper-surgery-gloves

Company engagement helps to improve worker protections

Top Glove is one company identified as part of this engagement as having high exposure to modern slavery risk in light of the COVID-19 pandemic. The company is the world’s largest manufacturer of rubber gloves, specialising in examination, surgical, household and industrial gloves.
  • Article
  • 4 mins
FSSA-pagoda-china.jpg

Five trends shaping investments in China: 2021 and beyond

Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities.
  • Article
  • 6 mins
FSSA-temple-door-china.jpg

China – what’s in store for 2021

What will 2021 look like for China? 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.
  • Article
  • 20 mins
FSSA-APAC-tree-lanterns.jpg

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. With markets swinging violently to the downside on a riptide of fear, it was clear even then that activity was being driven by short-term anxiety rather than a real evaluation of Asia’s longer-term value-accretion prospects.
  • Article
  • 19 mins