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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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.
  • Article
  • 4 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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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.
  • Article
  • 8 mins