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 India: Backing good people running good businesses is the key From our discussions with companies in the FSSA Indian Subcontinent equity strategy, it is clear that they are well-positioned to deal with the impact of the second wave of the virus on their businesses. 04 August, 2021 Article 6 mins Is India still an attractive investment destination? Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic. 04 August, 2021 Article 6 mins China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins India - Monthly Manager Views - June 2021 At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest. Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. 22 July, 2021 Article 5 mins Asian Growth - Manager Views In boom times like today, when cash costs nothing and capitalisation rates are zero, everybody is focused on growth and the future. Revenue is vanity in the sense that entrepreneurs, thank goodness, dare to dream and build businesses. We too, spend much of our time looking for the next opportunity and indeed thinking about how much businesses can grow. 21 July, 2021 Article 6 mins China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins Asia Pacific - Webcast: Positioning for Reflation FSSA Investment Managers Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins Asian Growth - Client Update June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. Optimism has served us well, as the money printing presses have rolled to counter the “unprecedented” threat. 17 June, 2021 Article 18 mins India - Monthly Manager Views - May 2021 We had entered the meeting with a leading air-conditioner company in our portfolio worried about the risks to its growth and profitability, as the second wave of Covid-19 affected consumer demand and raw material costs rose sharply. 12 June, 2021 Article 5 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020*. High levels of retail investor participation and continuing inflows for domestic mutual funds have meant that these new issuances have been lapped up by eager investors. 25 May, 2021 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 India: Backing good people running good businesses is the key From our discussions with companies in the FSSA Indian Subcontinent equity strategy, it is clear that they are well-positioned to deal with the impact of the second wave of the virus on their businesses. 04 August, 2021 Article 6 mins Is India still an attractive investment destination? Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic. 04 August, 2021 Article 6 mins China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins India - Monthly Manager Views - June 2021 At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest. Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. 22 July, 2021 Article 5 mins Asian Growth - Manager Views In boom times like today, when cash costs nothing and capitalisation rates are zero, everybody is focused on growth and the future. Revenue is vanity in the sense that entrepreneurs, thank goodness, dare to dream and build businesses. We too, spend much of our time looking for the next opportunity and indeed thinking about how much businesses can grow. 21 July, 2021 Article 6 mins China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins Asia Pacific - Webcast: Positioning for Reflation FSSA Investment Managers Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins Asian Growth - Client Update June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. Optimism has served us well, as the money printing presses have rolled to counter the “unprecedented” threat. 17 June, 2021 Article 18 mins India - Monthly Manager Views - May 2021 We had entered the meeting with a leading air-conditioner company in our portfolio worried about the risks to its growth and profitability, as the second wave of Covid-19 affected consumer demand and raw material costs rose sharply. 12 June, 2021 Article 5 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020*. High levels of retail investor participation and continuing inflows for domestic mutual funds have meant that these new issuances have been lapped up by eager investors. 25 May, 2021 Article 5 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
India: Backing good people running good businesses is the key From our discussions with companies in the FSSA Indian Subcontinent equity strategy, it is clear that they are well-positioned to deal with the impact of the second wave of the virus on their businesses. 04 August, 2021 Article 6 mins
Is India still an attractive investment destination? Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic. 04 August, 2021 Article 6 mins
China-US trade tensions: A blessing in disguise How will US-China trade relations affect companies in the portfolio in the long term? Should it be seen as a long-term headwind or could it be beneficial for Chinese companies? 28 July, 2021 Article 6 mins
Tightening regulation on Chinese technology companies What is your view on the tightening regulations on Chinese tech companies? What are the impacts on the companies in the holdings (Tencent, Alibaba, JD.com) and do you see it as a structural headwind for the sector or an accumulation opportunity? 28 July, 2021 Article 6 mins
India - Monthly Manager Views - June 2021 At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest. Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. 22 July, 2021 Article 5 mins
Asian Growth - Manager Views In boom times like today, when cash costs nothing and capitalisation rates are zero, everybody is focused on growth and the future. Revenue is vanity in the sense that entrepreneurs, thank goodness, dare to dream and build businesses. We too, spend much of our time looking for the next opportunity and indeed thinking about how much businesses can grow. 21 July, 2021 Article 6 mins
China Equities Client Update While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. 02 July, 2021 Article 12 mins
Asia Pacific - Webcast: Positioning for Reflation FSSA Investment Managers Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins
Asian Growth - Client Update June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. Optimism has served us well, as the money printing presses have rolled to counter the “unprecedented” threat. 17 June, 2021 Article 18 mins
India - Monthly Manager Views - May 2021 We had entered the meeting with a leading air-conditioner company in our portfolio worried about the risks to its growth and profitability, as the second wave of Covid-19 affected consumer demand and raw material costs rose sharply. 12 June, 2021 Article 5 mins
India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020*. High levels of retail investor participation and continuing inflows for domestic mutual funds have meant that these new issuances have been lapped up by eager investors. 25 May, 2021 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
