Insights

Thu 9th Jul 2026

Hard Tech, Soft Power: Views from China 2026

China continues to defy simple narratives. Hugo Rogers explores the forces shaping China's technological and industrial rise—and what they may mean for long-term investors.

Tue 19th May 2026

A Triple Win for FountainCap’s China Strategy

FountainCap has been recognised at the AsianInvestor Asset Management Awards 2026 for Hong Kong Equity (Mid/Small Cap). This follows their double win at the AAM Awards, further validating their active, on-the-ground boutique research model.

Mon 30th Mar 2026

Award Winning FountainCap Research & Investment

Winner of the Best Boutique Asset Management Company and Greater China Equity (10 Years) Performance Award award from Asia Asset Management.

Tue 3rd Feb 2026

China: More than Meets the Eye

New Podcast: Value Investing & AI in China Steven Luk joins The Great Access to share on-the-ground insights into China’s evolving economy. Stream the full episode below to explore FountainCap's strategy and high conviction outlook on the region’s growth sectors.

Mon 15th Dec 2025

Aravis China Trip Report 2026: Chinese Manufacturing Eats the World

'This time is different' are usually seen as the four most dangerous words in investing. When it comes to Chinese equities, especially over the last decade, investor scepticism over any dramatic shifts in the country have been warranted.

Mon 10th Nov 2025

China Debrief - Thoughts after a week on the ground

Unlock first-hand intelligence from China’s surging tech and consumer sectors. See how on-the-ground insights reveal hidden opportunities in a silent bull market. Watch now to stay ahead in global capital allocation.

Mon 28th Apr 2025

Navigating Market Volatility and Opportunities

Join us as Jim Robillard, CIO of Spyglass Capital Management LLC, shares his insights on the latest market challenges and the performance of the Spyglass (UCITS) Fund in our latest episode of Aravis Inside Track

Thu 17th Apr 2025

Trump's Tariffs: The Perspective from China

Join Steven Luk, CEO of Fountain Cap Research & Investment, as he reveals key insights on the Chinese market and the impact of the US-China trade war. Discover how these dynamics could shape investment strategies moving forward.

Wed 26th Mar 2025

US Equity Investing: Continued Exceptionalism?

Navigating the evolving US equity landscape. Understand the key macro and market trends discussed at our recent event.

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