Fermer 
Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
Discover moreFermer 
Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
Discover moreFermer 
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.
Discover moreInvestment strategies
Insights
fssa investment managers japan equity strategies cover the japanese market for growing sectors and strong businesses with long term stable growth.
End of Year Review
End of Year Review
End of Year Review
Updates and thought pieces from our leading investment experts
fssa investment managers asia pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
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
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 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 greater china equity strategies invest in quality companies in the rapidly developing chinese market and greater china region.
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...
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.
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...
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...
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.
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...
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 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 ...
