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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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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 india webcast focus on the india subcontinent markets and asia pacific equities
Year to date, 34 companies have listed on the indian exchanges raising a total of usd7.2 billion1, a figure which has been surpassed in india only twice before in the last 12 years on an annual basis. in our monthly manager views in april 2021, we spoke about the initial public offe...
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 sched...
With initial public offerings in india consistently oversubscribed and valuations peaking, the team discuss their five largest holdings and why now is not the time to sell.
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 asia pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
The attributes we like in a company are a strong management team, an effective board, strong alignment with its majority owners and management, a conservative and introspective culture, a franchise which has pricing power and generates superior returns on capital employed, and the potential to be...
Updates and thought pieces from our leading investment experts
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...
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 for...
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.
Investing across the Asia region largest dynamic and fastest growing equities markets for high quality companies that can outperform in the long term.
Check the latest First Sentier Investors fund prices and fund performance, keep track of funds performance and trends to help investment selections.
fssa investment managers japan equity strategies cover the japanese market for growing sectors and strong businesses with long term stable growth.
fssa investment managers - india equities
fssa investment managers greater china equity strategies invest in quality companies in the rapidly developing chinese market and greater china region.
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. But the company’s CEO told us about the acceptance of increased ...
fssa india webcast focus on the india subcontinent markets and asia pacific equities
fssa investment managers asia pacific webcast: positioning for reflation
A worried client asked us recently, “will mr modi be re-elected, or won’t he? how will the ongoing elections impact the investment case for indian companies?” we don’t know whether mr modi will be re-elected. but we strongly believe that the results of the election will have little bearin...
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
This is the third investor letter for the fssa global emerging markets focus strategy since its launch in november 2017. in this letter, we will discuss our investment approach, process, strategy, positioning, and other matters we think are relevant to investors. as always, should you have...
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 ...
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. In emerging markets, they dominate the Chinese market; but they can also be found in Korea, Southeast Asia, Eastern Eu...
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 — espe...
Modern life seems characterised by extremes, with division and discord the defining features. But, we are living in revolutionary times. Sweeping technological change impacts everything, everywhere. It is an age of accelerated disruption.
Although financial types everywhere seem to believe that things are absolutely dire, world-ending and the sky is about to fall on our heads, most of humanity have better lives now than in all of history. That is certainly so in the developed world. Prosperity, in our time, has yet again been unde...
It was John Templeton who famously skewered that old bull market hubris: “It’s different this time,” as the four most expensive words in the history of investment.
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” threa...
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of mark...