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 China Client Update - Can China claw back performance in the year of the tiger? Once again, 2021 was a year full of surprises and challenges, with ongoing Covid disruptions and China turning from a global outperformer to underperformer. 28 January, 2022 Article 14 mins India Monthly Manager Views December 2021 50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief. 18 January, 2022 Article 5 mins End of Year review - Martin Lau Martin Lau, Managing Partner FSSA Investment Managers, heads up the FSSA China strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Richard Jones Richard Jones, Director at FSSA Investment Managers, heads up the FSSA Asia-Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Alistair Thompson Alistair Thompson, Director at FSSA Investment Managers, heads up the FSSA Asia Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins India Monthly Manager Views We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. 02 December, 2021 Article 7 mins China’s e-commerce companies are eating the big grocers’ lunch 25 November, 2021 Article India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 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 China Client Update - Can China claw back performance in the year of the tiger? Once again, 2021 was a year full of surprises and challenges, with ongoing Covid disruptions and China turning from a global outperformer to underperformer. 28 January, 2022 Article 14 mins India Monthly Manager Views December 2021 50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief. 18 January, 2022 Article 5 mins End of Year review - Martin Lau Martin Lau, Managing Partner FSSA Investment Managers, heads up the FSSA China strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Richard Jones Richard Jones, Director at FSSA Investment Managers, heads up the FSSA Asia-Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins End of Year review - Alistair Thompson Alistair Thompson, Director at FSSA Investment Managers, heads up the FSSA Asia Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins India Monthly Manager Views We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. 02 December, 2021 Article 7 mins China’s e-commerce companies are eating the big grocers’ lunch 25 November, 2021 Article India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
China Client Update - Can China claw back performance in the year of the tiger? Once again, 2021 was a year full of surprises and challenges, with ongoing Covid disruptions and China turning from a global outperformer to underperformer. 28 January, 2022 Article 14 mins
India Monthly Manager Views December 2021 50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief. 18 January, 2022 Article 5 mins
End of Year review - Martin Lau Martin Lau, Managing Partner FSSA Investment Managers, heads up the FSSA China strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins
End of Year review - Rasmus Nemmoe Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins
End of Year review - Richard Jones Richard Jones, Director at FSSA Investment Managers, heads up the FSSA Asia-Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins
End of Year review - Alistair Thompson Alistair Thompson, Director at FSSA Investment Managers, heads up the FSSA Asia Pacific strategies and looks back on 2021 in the video below. 22 December, 2021 Article 2 mins
India Monthly Manager Views We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins
Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins
Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. 02 December, 2021 Article 7 mins
India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 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
