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 Focusing on quality: the key to our approach in global emerging markets 09 May, 2025 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 Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins China equities: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 19 September, 2024 Article 5 mins What “Value Up”?! Whilst valuations of many small and mid-cap companies are questionably high, we are being prudent; and we believe there are a number of reasons why India’s premium is well justified. 16 July, 2024 Article 3 mins FSSA ESG Report 2023: highlighting our ESG activities and company engagements At FSSA Investment Managers we seek to invest in quality companies and hold them for the long term. To us, “quality” and “ESG” are synonymous; therefore, we have embedded ESG analysis within the team and have integrated it into our fundamental company research. 21 June, 2024 Article 5 mins Return-free risk, or opportunity knocks in Asian equities? Uncover the untapped potential of Asian markets and emerging economies, as the article explores rebound opportunities and strategic moves in the FSSA Asian Growth Strategy portfolio. 07 June, 2024 Article 10 mins India Equities: Fund Manager Q&A The FSSA team - Vinay Agarwal, Sreevardhan Agarwal and Shivika Srimal – has always found great investment opportunities in the India market, and believe that the pool of investable companies is growing every year. In this note, they share how the investment themes in India have evolved and what excites them as they look ahead to the future. 04 June, 2024 Video 15 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 Focusing on quality: the key to our approach in global emerging markets 09 May, 2025 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 Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins China equities: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 19 September, 2024 Article 5 mins What “Value Up”?! Whilst valuations of many small and mid-cap companies are questionably high, we are being prudent; and we believe there are a number of reasons why India’s premium is well justified. 16 July, 2024 Article 3 mins FSSA ESG Report 2023: highlighting our ESG activities and company engagements At FSSA Investment Managers we seek to invest in quality companies and hold them for the long term. To us, “quality” and “ESG” are synonymous; therefore, we have embedded ESG analysis within the team and have integrated it into our fundamental company research. 21 June, 2024 Article 5 mins Return-free risk, or opportunity knocks in Asian equities? Uncover the untapped potential of Asian markets and emerging economies, as the article explores rebound opportunities and strategic moves in the FSSA Asian Growth Strategy portfolio. 07 June, 2024 Article 10 mins India Equities: Fund Manager Q&A The FSSA team - Vinay Agarwal, Sreevardhan Agarwal and Shivika Srimal – has always found great investment opportunities in the India market, and believe that the pool of investable companies is growing every year. In this note, they share how the investment themes in India have evolved and what excites them as they look ahead to the future. 04 June, 2024 Video 15 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
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
Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins
Where is ASEAN’s middle class? The promise of the ASEAN region, home to more than 670 million people, has been underpinned by the growing middle classes. But in recent years, investment returns have been disappointing amid weak consumer demand and a K-shaped recovery. Thankfully, we continue to find companies with strong franchises and high-quality management teams which should be resilient in this environment. 10 December, 2024 Article 4 mins
High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins
China equities: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 19 September, 2024 Article 5 mins
What “Value Up”?! Whilst valuations of many small and mid-cap companies are questionably high, we are being prudent; and we believe there are a number of reasons why India’s premium is well justified. 16 July, 2024 Article 3 mins
FSSA ESG Report 2023: highlighting our ESG activities and company engagements At FSSA Investment Managers we seek to invest in quality companies and hold them for the long term. To us, “quality” and “ESG” are synonymous; therefore, we have embedded ESG analysis within the team and have integrated it into our fundamental company research. 21 June, 2024 Article 5 mins
Return-free risk, or opportunity knocks in Asian equities? Uncover the untapped potential of Asian markets and emerging economies, as the article explores rebound opportunities and strategic moves in the FSSA Asian Growth Strategy portfolio. 07 June, 2024 Article 10 mins
India Equities: Fund Manager Q&A The FSSA team - Vinay Agarwal, Sreevardhan Agarwal and Shivika Srimal – has always found great investment opportunities in the India market, and believe that the pool of investable companies is growing every year. In this note, they share how the investment themes in India have evolved and what excites them as they look ahead to the future. 04 June, 2024 Video 15 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
