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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...
Find the latest investment insights, including market outlooks, research papers and investment strategy from experts at First State Investments here.
FSSA Investment Managers are specialists in Asian and Greater China equity funds. We also manage Global Emerging Markets equity strategies. Learn more.
First State Investments is a global asset manager with offices in Hong Kong and expertise across various assets & investment sectors. Find out more today.
First State Investments balanced fund aims to have a balanced investment in the Asian equity & bond market, to provide medium term capital stability. Learn more.
First State Investments, also known as First Sentier Investors in Australia, is a global investment management business focused on providing high quality, long-term investment capabilities to our clients.
“Industry is best at the intersection of science and art.” Edwin Land, co-founder of Polaroid
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 any qu...
Over the past six months, global equity markets have remained weighed down by uncertainty. Meanwhile, in Japan, Prime Minister Abe’s announcement that consumption tax is set to rise from 8% to 10% this October has escalated fears of a pending recession.
First State Investments aims to be recognised as world-class for all the asset categories that we manage.The following awards are testament to our investment approach, and the expertise of our excellent, hard-working teams.
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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 forced technol...
2018 was a challenging year for Japanese equities. While we usually prefer to talk about the companies we own rather than comment on the market or the economy, it was interesting to note that 85% of trades last year was on auto-pilot, controlled by machines, CTAs and quant funds.
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 on the...
“To infinity...and beyond!” Buzz Lightyear, Toy Story