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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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Imperfect companies in india - we find faults in our portfolio holdings and explain why we still consider them to be good investments.
In this update, we look at several companies where we have seen a number of positive changes and have initiated a small stake in.
Learn about investing in indian equities with fssa im today. our india funds invest in high quality companies that outperform over the long term.
In this second episode, we continue our conversation with vinay agarwal, director of fssa investment managers.
With almost two decades of experience researching indian equities, vinay agarwal, director, has witnessed how the indian market has evolved over the years.
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...
Learn about investing in global emerging market equities with fssa im. our gem funds invest in high quality companies that outperform over the long term.
Learn about investing in the world's fastest-growing markets with fssa investment managers. we invest in high quality equities that outperform over the long term.
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.
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 bearing...
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...
“Freedom is always the freedom to think otherwise.” Rosa Luxemburg
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...
“Industry is best at the intersection of science and art.” Edwin Land, co-founder of Polaroid
“To infinity...and beyond!” Buzz Lightyear, Toy Story
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
“ 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
A monthly review and outlook of the Asian Quality Bond market.
Asian Quality Bond Monthly Review and Outlook - as at August 2020
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Global Listed Infrastructure sector.
2023 has not been for the faint-hearted. The euphoric mood from China’s post-Covid reopening that highlighted the start of 2023 revealed its alter ego as the year progressed with a slew of turbulent events, such as the regional banking crisis and Israel Hamas war.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
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