First State Investment

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What's New


  • First State Stewart Asia - Japan Equities Update

    Investment Updates  | 8 March 2018

    The Japanese stock market rallied in 2017, surging past levels last seen in the early 1990s. A sustained recovery in global trade, as well as strong domestic sectors and continuous cost rationalisation provided a boost to Japanese corporate earnings, which grew at a much stronger pace than expected.

  • Global Listed Infrastructure Travel Diary: The customer is always right

    Investment Updates  | 19 December 2017

    The latest instalment of our Infrastructure Travel Diary comes from Edmund Leung, Portfolio Manager of Global Listed Infrastructure team, who recently spent two weeks in Europe and the US where he met with infrastructure companies to discuss utility investment plans and investigate the underlying trends in the communications infrastructure sector.

  • First State Stewart Asia - Asia Pacific Equities Update

    Investment Updates  | 4 December 2017

    Given that the world is closing in on the second-longest economic expansion in history, the current bull market is not so surprising. However, we have been ever mindful of the signs of market euphoria and the growing risks to capital preservation.