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 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. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic travel, tourism and the leisure sectors in China have sprung back to life. 02 July, 2021 Article 12 mins Asia Pacific - Webcast: Positioning for Reflation Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins Asia-Pacific - 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. 16 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 - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Video 2 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. 21 May, 2021 Article 5 mins India - Fund 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. 05 May, 2021 Article 6 mins Video - Asia Pacific Equities Strategy Client Update Asia Pacific Equities Strategy Client Update 03 May, 2021 Video 8 mins Asia Pacific - a balanced portfolio is key to navigate uncertainty 2020 was indeed a very special year. The whole world was in a recession, due to the pandemic and strict lockdown measures imposed by governments all over the world. 27 April, 2021 Article 5 mins Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 09 April, 2021 Article 4 mins China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 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 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. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic travel, tourism and the leisure sectors in China have sprung back to life. 02 July, 2021 Article 12 mins Asia Pacific - Webcast: Positioning for Reflation Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins Asia-Pacific - 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. 16 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 - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Video 2 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. 21 May, 2021 Article 5 mins India - Fund 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. 05 May, 2021 Article 6 mins Video - Asia Pacific Equities Strategy Client Update Asia Pacific Equities Strategy Client Update 03 May, 2021 Video 8 mins Asia Pacific - a balanced portfolio is key to navigate uncertainty 2020 was indeed a very special year. The whole world was in a recession, due to the pandemic and strict lockdown measures imposed by governments all over the world. 27 April, 2021 Article 5 mins Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 09 April, 2021 Article 4 mins China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
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. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic travel, tourism and the leisure sectors in China have sprung back to life. 02 July, 2021 Article 12 mins
Asia Pacific - Webcast: Positioning for Reflation Asia Pacific webcast: Positioning for Reflation 21 June, 2021 Video 30 mins
Asia-Pacific - 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. 16 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 - Webcast: Road to Recovery: 2021 and Beyond FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities 21 May, 2021 Video 2 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. 21 May, 2021 Article 5 mins
India - Fund 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. 05 May, 2021 Article 6 mins
Video - Asia Pacific Equities Strategy Client Update Asia Pacific Equities Strategy Client Update 03 May, 2021 Video 8 mins
Asia Pacific - a balanced portfolio is key to navigate uncertainty 2020 was indeed a very special year. The whole world was in a recession, due to the pandemic and strict lockdown measures imposed by governments all over the world. 27 April, 2021 Article 5 mins
Five trends shaping investments in China: 2021 and beyond Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. 09 April, 2021 Article 4 mins
China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% last year so there really isn’t much room left to decline. 07 April, 2021 Article 18 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
