Schließen

AlbaCore investiert in Private Capital Solutions, Opportunistic und Dislocated Credit sowie strukturierte Produkte und verwaltet Vermögenswerte im Auftrag von globalen Pensionsfonds, Staatsfonds, Consultants, Versicherungsgesellschaften, Family Offices und Stiftungen in aller Welt.

Entdecke mehr
Anlagestrategien
Einblicke
Schließen

Auf der Grundlage von fundamentalem Unternehmensresearch analysieren FSSA Investment Managers den Asien-Pazifik-Raum und die Schwellenländer eingehend, um in hochwertige Unternehmen zu investieren, die das Potenzial für eine langfristige Outperformance bieten. 

Entdecke mehr
Anlagestrategien
Einblicke
Schließen

Wir sind einer der weltweit größten Investoren in Infrastrukturanlagen. Dank unserer Reichweite und unseres Know-hows haben wir Zugang zu einigen der attraktivsten Infrastrukturprojekte weltweit und können unseren Anlegern nachhaltige, langfristige Investitionsrenditen bieten.

Entdecke mehr

Anlagestrategien

Einblicke

Schließen

Unser firmeneigener quantitativer Aktienansatz basiert auf bewährten Daten in Kombination mit der disziplinierten Anwendung aussagekräftiger wirtschaftlicher Fundamentaldaten, um die Anlageperformance zu verbessern.

Entdecke mehr
Anlagestrategien
Einblicke
Schließen

Wir sind ein kleines Team leidenschaftlicher Investoren, das im Auftrag unserer Kunden Anlageportfolios verwaltet, deren Schwerpunkt auf hochwertigen Unternehmen liegt, die gut positioniert sind, um zu einer nachhaltigen Entwicklung beizutragen und davon zu profitieren.

Entdecke mehr
Anlagestrategien
Einblicke
Website experience: Germany Professionelle Anleger de Kontakt
Kontakt

Suchergebnisse

Suchergebnisse

FSSA Investment Managers Greater China equity strategies invest in quality companies in the rapidly developing Chinese market and Greater China region.
End of Year Review
Once again, 2021 was a year full of surprises and challenges, with ongoing Covid disruptions and China turning from a global outperformer to underperformer. The Chinese government’s policy crackdowns, especially in the internet, education and property sectors, were sudden and dramatic.
The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups.
End of Year Review
End of Year Review
End of Year Review
End of Year Review
China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year — for peak emissions before 2030 and carbon neutrality by 2060 — are still ambitious and noteworthy considering China’s faster economic growth compared to developed countries.
What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. If we look at Hong Kong or Singapore for example, the government would introduce new regulations on the property market from time to time; and in China, the government has introduced a number of new regulations for banks and insurance companies over the years.
FSSA Investment Managers Asia Pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
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 (FSSA) are specialists in Asia Pacific and Global Emerging Markets equity strategies. We operate as an autonomous investment team within First Sentier Investors with a team of dedicated investment professionals based in Hong Kong, Singapore and Edinburgh
FSSA Investment Managers India equity strategies investing in one of the worlds largest and most diverse economies, carefully seeking quality companies with long term growth.
FSSA Investment Managers global emerging markets equity strategies invest in some of the world's most dynamic and diversified markets looking for growth sectors and individual companies with stable management and solid development opportunities.
In order to fully understand why Kaisa defaulted on its bonds, we first need to get a good grasp on the deleveraging policy called the three red lines. Following years of debt-fueled growth in the property sector during which home prices surged six-fold over the past 15 years, the Chinese government decided to rein in excessive credit took on by property developers to avoid Japan’s mistake in the 1990s, which eventually led to long-term damage to growth.
In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.
As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) including Maruti Suzuki, Mahindra & Mahindra (M&M), Tata Motors and Eicher Motors have recently announced that the shortage of semiconductor supply has impacted their production schedules. This has added to the persistent challenges faced by the industry over the last few years.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especially in China-related companies — has been notable. Yet, from a market perspective, a sense of normality is finally starting to emerge after the more speculative phases over the past 12-18 months.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.

Unsere Fonds

Verantwortungsvolles Investieren

Einblicke

Wer wir sind

Kontaktieren Sie uns

Medienmitteilungen

Sitemap

Wichtige Informationen

Whistleblower

Stellungnahme zur modernen Sklaverei

Richtlinien

Bestimmungen & Bedingungen

Datenschutzerklärung

Cookie-Richtlinie

Supplier Code of Conduct

Impressum

 

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024, (Teil von First Sentier Investors, einem globalen Vermögensverwaltungsunternehmen. First Sentier Investors ist letztlich im Besitz der Mitsubishi UFJ Financial Group, Inc MUFG).

In der EU: Bei diesem Dokument handelt es sich um eine Marketingmitteilung. Der oder die hier erwähnte(n) Fonds kann/können in Ihrem Land zur Vermarktung an Anleger registriert sein. Wenn dem so ist, kann die Vermarktung gemäß den Regeln des EU-Rahmenwerks für den grenzüberschreitenden Fondsvertrieb eingestellt oder beendet werden. Kopien des Verkaufsprospekts (in Englisch und in Deutsch) und der wesentlichen Anlegerinformationen in Englisch, Deutsch, Französisch, Dänisch, Spanisch, Schwedisch, Italienisch, Niederländisch, Isländisch und Norwegisch sind zusammen mit einer Übersicht über die Anlegerrechte kostenlos erhältlich unter: firstsentierinvestors.com

Loading Contents