Showing 1 to 15 of 15 results.
Learn about investing in Asian equities with FSSA IM today. Our Asia funds invest in high-quality companies with the potential to outperform over the long term.
Asia Pacific Equities Strategy Client Update
End of Year Review
End of Year Review
FSSA Investment Managers, Asia-Pacific, Asian equities
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
FSSA Investment Managers Asia Pacific webcast: Positioning for Reflation
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.
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. In investment, perhaps it is better to be a stupid optimist than a clever pessimist. And, markets do indeed go up most of the time.
FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities
In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. With markets swinging violently to the downside on a riptide of fear, it was clear even then that activity was being driven by short-term anxiety rather than a real evaluation of Asia’s longer-term value-accretion prospects.
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. We believe that pricing power is often the critical litmus test of a franchise’s quality.
First Sentier Investors, a leading global investment manager, today announces that it is setting its first nature targets as a Taskforce on Nature-related Financial Disclosures (TNFD) Adopter, in the lead up to the inaugural Global Nature Positive Summit hosted in Sydney this week.
Leading global investment manager, First Sentier Investors (FSI), today announced the outcome of a review of its existing investment capabilities against its strategy.
David Allen brings with him more than 20 years of global asset management experience where he specialised in building investment businesses and leading investment teams.
Get the right experience for you
Your location : Austria
Australia & NZ
- Australia
- New Zealand
Asia
- Hong Kong (English)
- Hong Kong (Chinese)
- Singapore
- Japan