Fermer 
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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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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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,...
Our Core Beliefs
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 asia pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
fssa investment managers greater china equity strategies invest in quality companies in the rapidly developing chinese market and greater china region.
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.
We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
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.
As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” Recently, we have seen hordes of the latter kind, garbed as analysts, Unicorn founders, freshly-minted CEOs and so-called “experts”, as they engage in modern-day snake oil sal...
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...
Nos principes d’investissement consistent à soutenir les propriétaires et les gestionnaires de sociétés avec lesquels nous nous sentons fortement alignés.
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...
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.
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...
50x P/E !1 70x P/E ! 100x P/E ! Des valorisations considérées comme scandaleuses il y a seulement quelques années sont aujourd’hui couramment évoquées par la plupart des investisseurs. Mais interrogez n’importe quel propriétaire d’entreprise qui se respecte : il ou elle secouera la tête d’un air ...
Lors de notre dernière mise à jour client de février 2021, nous avons expliqué pourquoi nous avons résisté à la tentation de nous tourner vers les valeurs purement cycliques et les actions dites « value » , même si nous avions anticipé une rotation sectorielle sur le marché (le TOPIX a ensuite at...
Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers.
fssa india webcast focus on the india subcontinent markets and asia pacific equities
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...
Allen a acquis plus de 20 ans d'expérience dans la gestion d'actifs au niveau mondial, où il s'est spécialisé dans la création de sociétés d'investissement et la direction d'équipes d'investissement.
First Sentier Investors (FSI), gestionnaire d’investissement international de premier ordre, a annoncé aujourd’hui le résultat d’un examen de ses capacités d’investissement existantes par rapport à sa stratégie.
Looking back over 2020, a challenging year for many reasons, there were two key investment decisions that helped the performance of the fssa japan equity strategy. firstly, in the early days of the pandemic we started to identify companies that might benefit from the acceleration of...
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...
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
There were a number of structural trends leading up to the Covid pandemic that were all very well understood. And the pandemic has given rise to some newer emerging trends. And what is central to the majority of these trends is the rapid advancement and continued adoption of technology which is d...
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...
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 ...
Global asset management group focused on providing high quality, long-term investment capabilities to clients. we bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
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