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 The evolution of Chinese & Asian markets – recent developments and implications for investors With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital. 23 June, 2022 Article 4 mins Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Focusing on capital preservation amid growing headwinds in Asian equities Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious. 31 May, 2022 Article 18 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Despite China being the first country to face the challenges of Covid, early optimism around its control over the virus seems to have waned. 29 March, 2022 Article 12 mins Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 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 The evolution of Chinese & Asian markets – recent developments and implications for investors With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital. 23 June, 2022 Article 4 mins Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins Focusing on capital preservation amid growing headwinds in Asian equities Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious. 31 May, 2022 Article 18 mins Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Despite China being the first country to face the challenges of Covid, early optimism around its control over the virus seems to have waned. 29 March, 2022 Article 12 mins Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
The evolution of Chinese & Asian markets – recent developments and implications for investors With over 20 years managing money in China I have seen significant changes both in the corporate and investment environment. One of the biggest shifts that has occurred is the fact that China is not short of investment capital. 23 June, 2022 Article 4 mins
Thinking about risk in Emerging Markets Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management. 21 June, 2022 Article 4 mins
How should investors position themselves during periods of market volatility? Fund Manager Q&A 03 June, 2022 Article 3 mins
Focusing on capital preservation amid growing headwinds in Asian equities Many people seem to think that money management is about predicting the future. But even with the gift of perfect foresight, the subsequent market reaction to news is often far from obvious. 31 May, 2022 Article 18 mins
Positioning for resilience in volatile times FSSA Investment Managers has been investing in Asia and global emerging markets for three decades. We are conservative investors, and resilience during market sell-offs has underpinned our long-term performance. 19 May, 2022 Article 5 mins
Mahindra & Mahindra: A rejuvenation in progress After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses. 17 May, 2022 Article 2 mins
Adhering to the Fundamentals of Investing in Global Emerging Markets Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond. 12 April, 2022 Article 12 mins
FSSAIM - India Monthly Manager Views - as at February 2022 We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room. 30 March, 2022 Article 3 mins
How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Despite China being the first country to face the challenges of Covid, early optimism around its control over the virus seems to have waned. 29 March, 2022 Article 12 mins
Global Emerging Markets Equities Focus - March 2022 In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. 10 March, 2022 Article 6 mins
India Monthly Manager Views January 2022 Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. 15 February, 2022 Article 4 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
