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-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 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 India - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Webcast 2 mins India - Monthly Manager Views - March 2021 Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021. Indian corporates are being forced to reckon with sharp increases in input costs for the first time in almost a decade. 05 May, 2021 Article 6 mins Video : Asia Pacific Equities Strategy Client Update Martin Lau, Managing Director of FSSA Investment Managers presents the Asia Pacific equities strategy client update. 04 May, 2021 Video 8 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-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 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 India - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Webcast 2 mins India - Monthly Manager Views - March 2021 Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021. Indian corporates are being forced to reckon with sharp increases in input costs for the first time in almost a decade. 05 May, 2021 Article 6 mins Video : Asia Pacific Equities Strategy Client Update Martin Lau, Managing Director of FSSA Investment Managers presents the Asia Pacific equities strategy client update. 04 May, 2021 Video 8 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
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
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
India - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Webcast 2 mins
India - Monthly Manager Views - March 2021 Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021. Indian corporates are being forced to reckon with sharp increases in input costs for the first time in almost a decade. 05 May, 2021 Article 6 mins
Video : Asia Pacific Equities Strategy Client Update Martin Lau, Managing Director of FSSA Investment Managers presents the Asia Pacific equities strategy client update. 04 May, 2021 Video 8 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
