Featured insight Focusing on quality: the key to our approach in global emerging markets 09 May, 2025 4 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 Go Back to reality for Asian markets? Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing. 31 May, 2023 Article 10 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. 11 April, 2023 Article 8 mins Evaluating management teams in emerging markets 29 March, 2023 Article 4 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 China equities: Keeping a long-term view In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins China equities: Quality and patience go a long way In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins Reflections on China’s market evolution over the last 30 years In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 12 mins India Client Update - February 2023 15 February, 2023 Article 3 mins FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins 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 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 Go Back to reality for Asian markets? Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing. 31 May, 2023 Article 10 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. 11 April, 2023 Article 8 mins Evaluating management teams in emerging markets 29 March, 2023 Article 4 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 China equities: Keeping a long-term view In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins China equities: Quality and patience go a long way In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins Reflections on China’s market evolution over the last 30 years In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 12 mins India Client Update - February 2023 15 February, 2023 Article 3 mins FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins 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 Previous page 1 2 3 4 5 6 7 8 9 10 Next page
Back to reality for Asian markets? Looking back (though it’s not like we didn’t already know), it is clear that we have been living in an increasingly distorted world. Financially, for the last decade, it has been about interest rates falling to (and staying at) zero in a world of general money printing. 31 May, 2023 Article 10 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. 11 April, 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
China equities: Keeping a long-term view In the final article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins
China equities: Quality and patience go a long way In the second article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, discusses the importance of keeping a long-term mindset and valuation discipline as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 8 mins
Reflections on China’s market evolution over the last 30 years In the first article of this three-part series, Martin Lau, managing partner and lead portfolio manager of the FSSA China Growth strategy, shares his reflections on the past three decades of investing in China markets as the strategy celebrates its 30th anniversary this year. 01 March, 2023 Article 12 mins
FSSAIM - Global Emerging Markets Equities Focus - December 2022 Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong. 17 January, 2023 Article 10 mins
Taking stock of five years managing the FSSA Global Emerging Markets strategy I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies. 13 January, 2023 Article 10 mins
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
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. 09 April, 2025 Article 5 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
