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Asia Pacific Equities Strategy Client Update

While the media has been replete with negative headlines on China, Winston Ke and Helen Chen present a more balanced view. China still has many attractive features, including a large universe of quality companies with capable leaders, consistent earnings growth and increasing innovation.

In this Fund in Five, we talk to fund manager Rasmus Nemmoe, to look at the portfolio from five angles and see what makes it different to its peers – and why investors should be turning to emerging markets.

Asia Pacific webcast: Positioning for Reflation

We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room.

FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities

The FSSA team - Winston Ke, Helen Chen and Tianyi Tang discuss the market concerns and opportunities in China equities market.

In response to recent questions from our clients, we had a conversation with Martin Lau, managing partner and lead portfolio manager for the FSSA Asian Equity Plus and FSSA China Growth strategies.

The Greater China region includes the China, Hong Kong and Taiwan markets, each offering interesting growth opportunities for long-term investors. Our team has been investing in the region for more than 30 years, with unparalleled insights gained through our on-the-ground meetings with companies.