Martin Lau: Revisiting the Case for Investing in Chinese Stocks
A longtime fund manager reflects on the state of China’s economy and market and what the future might hold.
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Show Notes
Our guest this week is Martin Lau. This is his second appearance on The Long View, the first being in August 2021. Lau is a managing partner of FSSA Investment Managers, part of First Sentier Investors. He has been at the firm since 2002 and is the lead fund manager of various FSSA strategies, including FSSA Asian Equity Plus, FSSA China Growth, and FSSA Hong Kong Growth. Lau has been in the investment business for nearly three decades and is based in Hong Kong. He earned a Bachelor of Arts degree from Cambridge University, a master’s degree in engineering from Cambridge, and holds the Chartered Financial Analyst® designation.
Background
“Martin Lau: Now Is a Better Time to Buy China,” The Long View podcast, Morningstar.com, Aug. 3, 2021.
Morningstar Global Fund Report: FSSA Asian Equity Plus
Morningstar Global Fund Report: FSSA China Growth
Morningstar Global Fund Report: FSSA Hong Kong Growth
China Market and Foreign Investments
“FSSA Martin Lau’s Lessons Learnt From 30 Years of Investing in China,” by Kate Lin, Morningstar.com, April 18, 2023.
“Meeting Companies Amid China’s Post-Covid Rebound,” Fund Manager Q&A With Martin Lau, Winston Ke, and Helen Chen, FSSA Investment Managers, April 2023.
“Client Update: A Fast Thaw After a Long Winter,” by Martin Lau, FSSA Investment Managers, March 2023.
“China Equities: Keeping a Long-Term View,” by Martin Lau, FSSA Investment Managers, March 2023.
“Three Themes and Companies to Play China’s Rise,” by Martin Lau, Firstlinks, March 22, 2023.
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