FSSA China Client Update - Can China claw back performance in the year of the tiger? - First Sentier Investors
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.
fssa investment managers greater china equity strategies invest in quality companies in the rapidly developing chinese market and greater china region.
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 ...
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 mark...
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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 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.
fssa investment managers asia pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
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 governm...
FSSA Investment Managers | Spécialistes des actions de la région Asie-Pacifique et des marchés émergents
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
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. T...
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.
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...
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% l...
fssa india webcast focus on the india subcontinent markets and asia pacific equities