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Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance. In the year to date, almost two-thirds of the total return of the MSCI AC Asia Pacific ex-Japan index has been driven by technology and AI-related companies.1 Outside of these sectors, many high-quality businesses – particularly in Southeast Asia, India and China’s traditional sectors – have not performed despite solid earnings growth, improving governance and attractive valuations.
High-turnover, high-volume strategies might rely on algorithms and AI for their trading ideas. But at FSSA Investment Managers, we believe the key to building conviction in our investment ideas is having face-to-face conversations with the people and companies we invest in.
At FSSA Investment Managers, we take a patient, long-term approach when investing in global emerging markets, with a concentrated portfolio of high-quality companies. We examine why this philosophy has endured for the past quarter-century.
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