
Sitemap
- Who we are
- Responsible investment
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Insights
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Greater China
- Green shoots appearing but challenges remain
- China Equities Client Update
- China - what's in store for 2021?
- Five trends shaping investments in China: 2021 and beyond
- Tapping into a broader range of investment opportunities as China market opens up
- How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal?
- Reflections on China’s market evolution over the last 30 years
- China equities: Quality and patience go a long way
- China equities: Keeping a long-term view
- Client update: A fast thaw after a long winter
- Meeting companies amid China’s post-Covid rebound
- Martin Lau: Revisiting the Case for Investing in Chinese Stocks
- Video - China: what has changed... and what remains the same
- Discerning value amid China’s macro noise
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Asia Pacific
- Asia Pacific - Webcast: Positioning for Reflation
- Asian Growth - Client Update June 2021
- Video : Asia Pacific Equities Strategy Client Update
- Asia Pacific - a balanced portfolio is key to navigate uncertainty
- Asian Growth January 2021
- Growing headwinds for Asian equities; but we see grounds for longer-term optimism
- Back to reality for Asian markets?
- High-quality companies hiding in small market capitalisations
- Experience over hope for Asian markets
- Return-free risk, or opportunity knocks in Asian equities?
- Where is ASEAN’s middle class?
- Focused on the fundamentals
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Indian Subcontinent
- Road to Recovery: 2021 and Beyond
- India Equities: Fund Manager Q&A
- India - Monthly Manager Views - June 2021
- India - Monthly Manager Views - May 2021
- India - Monthly Manager Views - April 2021
- India - Webcast: Road to Recovery: 2021 and Beyond
- India - Monthly Manager Views - March 2021
- Road to Recovery: 2021 and Beyond
- FSSAIM - India Monthly Manager Views - as at February 2022
- Mahindra & Mahindra: A rejuvenation in progress
- Reflections on the past ten years of managing Indian equities
- Webcast: India – Economic resurgence amidst the turbulence
- India’s economic resurgence amidst the turbulence
- Quality at any price?
- India Client Update - February 2023
- An essay on not investing
- Solara eclipse
- The India “exposure"
- Accessing India's growth: why you need more than a GEM strategy
- What “Value Up”?!
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Global Emerging Markets
- Global Emerging Markets Equities - September 2021
- Adhering to the Fundamentals of Investing in Global Emerging Markets
- FSSAIM - Global Emerging Markets Equities Focus - September 2022
- Five principles for investing in emerging markets
- FSSAIM - Global Emerging Markets Equities Focus - December 2022
- Evaluating management teams in emerging markets
- Investing in great businesses
- Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown
- Emerging markets: quality from a broader stakeholder context
- High-quality financials in emerging markets
- Navigating uncertainty
- Focusing on quality: the key to our approach in global emerging markets
- Management quality: how we identify teams built to last
- Built beyond the benchmark: why long-term trends are more important than macro movements
- Japan
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Greater China
- Our funds
- Performance and documents