1. Featured insight

Greater China update: A tale of two markets

For all Asia’s transformations over recent decades, few places have changed as profoundly as Taiwan. When the FSSA team started investing there in the early 1990s, the island had already started to transition from agricultural exports towards electronics manufacturing.

  • 10 mins

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Latest insights

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Aesop or Zeno? AI competition and the economics of staying ahead

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.
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  • 4 mins
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Sustainability Report 2025

We are pleased to present FSSA Investment Managers’ Sustainability Report 2025, using case studies to highlight our ongoing engagement with companies.
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  • 3 mins
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Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.
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  • 8 mins
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Our views on US tariffs

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.
  • Article
  • 5 mins
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Asian Growth - Client Update June 2021

Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. Optimism has served us well, as the money printing presses have rolled to counter the “unprecedented” threat.
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  • 18 mins
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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.
  • Article
  • 19 mins