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Explore the FSSA Greater China Growth Fund, its investment strategy, performance, price, and key documents from FSSA Investment Managers.

Explore the FSSA Greater China Growth Fund, its investment strategy, performance, price, and key documents from FSSA Investment Managers.

Explore the FSSA Greater China Growth Fund, its investment strategy, performance, price, and key documents from FSSA Investment Managers.

Explore the FSSA Greater China Growth Fund, its investment strategy, performance, price, and key documents from FSSA Investment Managers.

2020 has been an extraordinary year for the markets – from the pandemic lows to one of the fastest bounce back in history. How will 2021 pan out especially from a China perspective?

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.

Investors started to turn more positive towards China after the government stepped up support for the economy last September. Domestic developments in artificial intelligence (AI) had also helped to boost market sentiment. But in recent weeks, global markets – including China equities – have been upended with chaotic announcements from the US about trade tariffs on goods imports from around the globe.

For centuries, Chinese ingenuity reshaped the world. Inventions such as paper, gunpowder, silk, porcelain and the magnetic compass transformed global trade, science and culture. Today, that spirit of innovation is evident in China’s rapid progress in next-generation technologies, from autonomous vehicles to renewable energy and artificial intelligence (AI).

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.

The Greater China region includes the China, Hong Kong and Taiwan markets, each offering interesting growth opportunities for long-term investors. Our team has been investing in the region for more than 30 years, with unparalleled insights gained through our on-the-ground meetings with companies.

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.

Our investment strategies cover regional and single country portfolios across the universe of small-, mid- and large-cap stocks, including Asia Pacific, Global Emerging Markets, Greater China Region, China A-Shares and India.

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.