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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
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Reforms in the state-owned sector – supply-side reforms, sector consolidation and mixed ownership initiatives – have helped china manage its slowing economy and avoid a painful “hard landing” amid a global contraction.
In this update, we highlight some of the key areas that investors should be aware of when investing in china’s state-owned sector and a brief history of china’s state-owned enterprise reforms.
Learn about investing in greater china equities with fssa im today. our china funds invest in high quality companies that outperform over the long term.
china, whose market was the first to suffer the ramifications of the covid-19 crisis, is now slowly recovering and resuming back online. tune in to a panel discussion with fssa greater china strategy’s investment team.
china’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year. many companies reported a surge in online sales during covid that has remained elevated even as the number of cases fell and lockdown measures eased. while sales at chi...
Each year around the lunar new year, factories in china switch off production and close up shop for the spring festival period. factory workers who had left their rural hometowns in search of better wages in cities travel home en masse for the celebrations. with three billion trips expecte...
It has been 40 years since mr deng xiaoping embarked on his ambitious market-based reform program and began to open up china’s economy. since then, china has been transformed; while there have been stops and starts on the way, china was one of the fastest-growing countries in...
Trade tensions have continued to rattle the market, as negotiations between china and the us remain mired in strife. the bilateral trade account and the extent of china’s willingness to open up its domestic market are among the primary areas of contention, along with accusations of ...
“Freedom is always the freedom to think otherwise.” Rosa Luxemburg
“Industry is best at the intersection of science and art.” Edwin Land, co-founder of Polaroid
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...
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...
“To infinity...and beyond!” Buzz Lightyear, Toy Story
The Japan equity market underwent significant volatility in the first quarter due to the coronavirus pandemic and concerns about its impact on the global economy. The sell-off was indiscriminate and across all sectors, with little differentiation between the higher quality, well-managed companies...
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...
“ failure is so important. we speak about success all the time. it is the ability to resist failure or use failure that often leads to greater success. ” j.k. rowling
The First State Japan Equity Strategy invests in a concentrated portfolio of high-quality companies with strong management teams, dominant franchises and conservative financials. As long-term, conservative investors, we seek to invest in companies that have high return on invested capital, strong...
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.
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