Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy Climate change Insights 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 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 The evolution of Chinese & Asian markets – recent developments and implications for investors Growing headwinds for Asian equities; but we see grounds for longer-term optimism Indian Subcontinent 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 Global Emerging Markets Global Emerging Markets Equities - September 2021 Adhering to the Fundamentals of Investing in Global Emerging Markets Thinking about risk in 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 Japan Japan: Net cash and strong balance sheets Japan: Automation and precision manufacturing Japan: Land of Hidden Gems Webcast Japan Equities February 2021 Japan: focusing on the fundamentals Japan Equities Update - May 2023 Our funds Asia Pacific Diversified retailer with a dominant consumer franchise Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category Japan Global leader in automation Disrupting old-school industries with innovation Leading medical equipment company in Japan Global Emerging Markets Superior insurance franchise in India with long-term tailwinds China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Documents and factsheets
Japan equities: Renewed optimism after visiting companies In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed. 12 May, 2023 Article 8 mins
Meeting companies amid China’s post-Covid rebound Following on the FSSA China Growth strategy’s 30th anniversary, we sat down with our China portfolio managers Martin Lau, Winston Ke and Helen Chen to respond to recent questions from investors. In this Q&A, they discuss market valuations, inflation, geopolitics and recent company visits. 11 April, 2023 Article 8 mins
Japan equities: Renewed optimism after visiting companies In the past 12 months, global investors have worried about a “regime change” in the long-term inflation outlook, as well as the heavy rotation away from technology companies after the Covid optimism reversed.
