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 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 Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins Growing headwinds for Asian equities; but we see grounds for longer-term optimism Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired. Irrespectively and without question though, the country has gone from strength to strength. 24 November, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins Green shoots appearing but challenges remain In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients. 29 July, 2022 Article 8 mins Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 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 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 Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins Growing headwinds for Asian equities; but we see grounds for longer-term optimism Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired. Irrespectively and without question though, the country has gone from strength to strength. 24 November, 2022 Article 5 mins Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins Green shoots appearing but challenges remain In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients. 29 July, 2022 Article 8 mins Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
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
Five principles for investing in emerging markets As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages. 10 January, 2023 Article 10 mins
India’s economic resurgence amidst the turbulence Over the last few years, we have been selling many companies which have become expensive. On the other hand, there are still companies that are attractively valued with robust growth ahead. 02 December, 2022 Article 5 mins
Growing headwinds for Asian equities; but we see grounds for longer-term optimism Lee Kuan Yew, although somewhat a polarising figure, perhaps understood state power and the human condition better than anybody. Consequently, Singapore has often been criticised as much as it has been greatly admired. Irrespectively and without question though, the country has gone from strength to strength. 24 November, 2022 Article 5 mins
Webcast: India – Economic resurgence amidst the turbulence How will India’s economy evolve over the coming decades? Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. 15 November, 2022 Webcast 57 mins
FSSAIM - Global Emerging Markets Equities Focus - September 2022 Since we last wrote, roughly three months ago, investors in emerging markets have had to reconcile themselves to a stream of disappointing headlines from several key countries. We are often asked about our own views on politics and macroeconomics, and how we incorporate them into our investment process. 19 October, 2022 Article 3 mins
Finding the silver lining in Asia Pacific markets How is the FSSA Asian Growth portfolio positioned in light of the challenging market environment? Firstly, we should note that we are agnostic about indexes. 30 September, 2022 Article 8 mins
Reflections on the past ten years of managing Indian equities Ten years ago last month, I assumed lead management responsibilities for the FSSA Indian Subcontinent strategy. How time has flown! 01 September, 2022 Article 3 mins
Green shoots appearing but challenges remain In this China update for mid-2022, we discuss some recent topics of interest as highlighted by our clients. 29 July, 2022 Article 8 mins
Fear of missing out That would perhaps be an accurate description of what drove some of my portfolio decisions as a young fund manager, roughly 15 years ago during the global financial crisis (GFC) meltdown. 29 June, 2022 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
