Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China Navigating China's net zero target China client update - November 2021 China’s Tightening Regulations China Equities Client Update Five trends shaping investments in China: 2021 and beyond China client update - January 2022 How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Reflections on China’s market evolution over the last 30 years China equities: Quality and patience go a long way China equities: Keeping a long-term view Client update: A fast thaw after a long winter Meeting companies amid China’s post-Covid rebound Asia Pacific Asian Growth Update - June 2021 There's more than a label: focus on powerful structural themes Asian Growth Update - January 2021 Finding the silver lining in Asia Pacific markets Experience over hope for Asian markets Indian Subcontinent Regional India Strategy - Nov 2021 Regional India Strategy October 2021 India's resilience and future opportunities India Monthly Manager Views - Sep 2021 India fund manager views - August 2021 India - Monthly Manager Views - June 2021 Resilience, inflation and earnings growth in India equities India fund manager views - IPOs India - Fund Manager Views - March 2021 Road to Recovery: 2021 and Beyond India Monthly Manager Views - Dec 2021 India Monthly manager Views - Jan 2022 India Monthly manager Views - February 2022 India Monthly manager views - April 2022 Fear of missing out Reflections on the past ten years of managing Indian equities India Client Update - February 2023 Quality at any price? Solara eclipse The India “exposure” Global Emerging Markets Global Emerging Markets Equities Focus - December 2021 Global Emerging Markets Equities update - September 2021 FSSA GEM Focus strategy reaches 5-year anniversary Taking stock of five years managing the FSSA Global Emerging Markets strategy Five principles for investing in emerging markets Investing in great businesses Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown Japan Japan Equities Update - October 2021 Japan – land of hidden gems Japan Equities February 2022 Maintaining conviction on Japan equities Japan Equities February 2021 Responsible Investment Our funds Asia Pacific Diversified retailer with a dominant consumer franchise Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation Disrupting old-school industries with innovation Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Distributions Documents and factsheets
Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns. 30 January, 2024 Article 8 mins
The India “exposure” We often hear this comment from prospective clients who are considering an investment in the FSSA Indian Subcontinent strategy, but are not yet convinced that a dedicated allocation would indeed be worth it. Call us biased, but we have been arguing in favour of a standalone investment in India for many years. 29 January, 2024 Article 3 mins
Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins
Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns.