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Asian Investing Summit is a fully online annual investment conference that brings together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas across Asia.

Asian Investing Summit 2019 took place LIVE online on April 11-13.

Members enjoy exclusive access. Non-members may apply to join the waiting list.

You may like to start with the following ten sessions:

The following idea snapshots have been provided by the respective instructors or compiled by the MOI Global research team.

Idea Thesis Summaries from Asian Investing Summit 2019

The following idea snapshots have been provided by the respective instructors or compiled by the MOI Global research team.

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Ayaz Motiwala of Amala Emerging Asia Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

GMA Networks: Leading Free-to-Air Broadcaster in Duopolistic Market

Ayaz Motiwala of Amala Emerging Asia Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

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Rohith Potti, a private investor, discussed the

Mental Model: The Non-Linear Nature of Velocity

Rohith Potti, a private investor, discussed the “non-linear nature of velocity” at Asian Investing Summit 2019.

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Michael McGaughy of Fusion Wealth Management presented an in-depth investment thesis at Asian Investing Summit 2019.

Uzbekistan: Highly Illiquid Stock Market, with Long-Term Potential

Michael McGaughy of Fusion Wealth Management presented an in-depth investment thesis at Asian Investing Summit 2019.

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Andreas Vogelsanger of Asia Frontier Capital (Vietnam) discussed his firm's investment approach at Asian Investing Summit 2019.

Value-oriented Investing in Vietnam’s Growth

Andreas Vogelsanger of Asia Frontier Capital (Vietnam) discussed his firm’s investment approach at Asian Investing Summit 2019.

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Ankit Agarwal of Centrum Capital presented two in-depth investment theses at Asian Investing Summit 2019.

Indusind Bank, Ujjivan Financial: Benefiting from Microfinance Growth

Ankit Agarwal of Centrum Capital presented two in-depth investment theses at Asian Investing Summit 2019.

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Amit Kumar of Unifi Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Muthoot Finance: India’s Largest Gold Finance Company

Amit Kumar of Unifi Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

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George Joseph of ITI Asset Management discussed the Indian pharma sector at Asian Investing Summit 2019.

Sectoral Investment Approach and the Indian Pharma Sector

George Joseph of ITI Asset Management discussed the Indian pharma sector at Asian Investing Summit 2019.

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Lalaram Singh of Vibrant Securities presented an in-depth investment thesis at Asian Investing Summit 2019.

KDDL: Leading Provider of Watch Components to Swiss Brands

Lalaram Singh of Vibrant Securities presented an in-depth investment thesis at Asian Investing Summit 2019.

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Amey Kulkarni of Candor Investing Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

KRBL: Formidable Basmati Rice Franchise with Growth Runway

Amey Kulkarni of Candor Investing Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

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Viraj Mehta of Equirus Long Horizon Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

Manappuram Finance: India’s Second-Largest Gold Finance Company

Viraj Mehta of Equirus Long Horizon Fund presented an in-depth investment thesis at Asian Investing Summit 2019.

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V.P. Rajesh and Anish Jobalia of Banyan Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

Greaves Cotton: Diesel Engine Maker with New Management

V.P. Rajesh and Anish Jobalia of Banyan Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

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Sid Choraria, an Asian Equities Portfolio Manager, presented two in-depth investment theses at Asian Investing Summit 2019.

Tang Palace, Saregama: Micro-Cap Opportunities in Hong Kong, India

Sid Choraria, an Asian Equities Portfolio Manager, presented two in-depth investment theses at Asian Investing Summit 2019.

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Rahul Saraogi of Atyant Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

Puravankara: Well-Run, Growing Real Estate Developer at Fraction of NAV

Rahul Saraogi of Atyant Capital Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

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Rohit Chauhan of RC Capital Management presented an in-depth investment thesis at Asian Investing Summit 2019.

Shemaroo Entertainment: Niche Content Aggregator with Valuable Library

Rohit Chauhan of RC Capital Management presented an in-depth investment thesis at Asian Investing Summit 2019.

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Ning Jia of Shanghai Pumeng Asset Management presented an in-depth investment thesis at Asian Investing Summit 2019.

China Jushi: Top Fiberglass Maker in Oligopolistic Global Market

Ning Jia of Shanghai Pumeng Asset Management presented an in-depth investment thesis at Asian Investing Summit 2019.

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Rajeev Mantri of Navam Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Niyogin Fintech: Technology-Driven Non-Banking Finance Company in India

Rajeev Mantri of Navam Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

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KB Kee of HERO Investment Management presented four investment theses at Asian Investing Summit 2019.

Asian Innovators: Four Potential Compounders in China, Japan, and Korea

KB Kee of HERO Investment Management presented four investment theses at Asian Investing Summit 2019.

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Alex Kinmont of Milestone Asset Management updated his Japan investing outlook and presented three investment theses at Asian Investing Summit 2019.

Sakai Heavy Industries: Leader in Niche Market for Road Rollers

Alex Kinmont of Milestone Asset Management updated his Japan investing outlook and presented three investment theses at Asian Investing Summit 2019.

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Amit Chander of Baring Private Equity Partners India presented an in-depth investment thesis at Asian Investing Summit 2019.

Persistent Systems: Mid-Tier IT Services Firm at Discount

Amit Chander of Baring Private Equity Partners India presented an in-depth investment thesis at Asian Investing Summit 2019.

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Soumil Zaveri of DMZ Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

Eicher Motors: Owner-Operated Motorcycle Maker with Growth

Soumil Zaveri of DMZ Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

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Jiro Yasu and Patrick Rial of Varecs Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

Hikari Tsushin: Mid-Cap Compounding Vehicle in Japan

Jiro Yasu and Patrick Rial of Varecs Partners presented an in-depth investment thesis at Asian Investing Summit 2019.

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Kimi Venkataraman and Sidd Mehta of India Intrinsic Value Advisors presented an in-depth thesis at Asian Investing Summit 2019.

Unichem Labs: Cash-Rich, Owner-Operated Pharma Business

Kimi Venkataraman and Sidd Mehta of India Intrinsic Value Advisors presented an in-depth thesis at Asian Investing Summit 2019.

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James Morton of Santa Lucia Asset Management presented five investment theses at Asian Investing Summit 2019.

James Morton Shares Five Deep Value Investment Ideas in Asia

James Morton of Santa Lucia Asset Management presented five investment theses at Asian Investing Summit 2019.

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Peter Kennan of Black Crane Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

Sabana: Singapore Industrial Property REIT with Activist Angle

Peter Kennan of Black Crane Capital presented an in-depth investment thesis at Asian Investing Summit 2019.

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Max Hu of Tyee Capital Group presented his in-depth investment thesis at Asian Investing Summit 2019.

Xero: Leading Cloud-Based Accounting Software Platform

Max Hu of Tyee Capital Group presented his in-depth investment thesis at Asian Investing Summit 2019.

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Chan Lee and Albert Yong of Petra Capital Management presented two in-depth investment theses at Asian Investing Summit 2019.

Gamevil, Hyosung: Undervalued Holding Companies in Korea

Chan Lee and Albert Yong of Petra Capital Management presented two in-depth investment theses at Asian Investing Summit 2019.

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Rajeev Agrawal of DoorDarshi Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

JM Financial: Integrated Financial Services Group in India

Rajeev Agrawal of DoorDarshi Advisors presented an in-depth investment thesis at Asian Investing Summit 2019.

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Isaac Schwartz of Robotti & Company discussed the importance of being flexible as an investor at Asian Investing Summit 2019.

The Importance of Flexibility in Emerging Markets Investing

Isaac Schwartz of Robotti & Company discussed the importance of being flexible as an investor at Asian Investing Summit 2019.

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Jacques Gout-Lombard of Amiral Gestion presented an in-depth investment thesis at Asian Investing Summit 2019.

Clear Media: Leading Bus Shelter Advertiser in China with Catalyst

Jacques Gout-Lombard of Amiral Gestion presented an in-depth investment thesis at Asian Investing Summit 2019.

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Andrew Macken of Montaka Global Investments presented his in-depth investment thesis on at Asian Investing Summit 2019.

Lear Corp.: Leader in Auto Seating and Electrical Distribution Systems

Andrew Macken of Montaka Global Investments presented his in-depth investment thesis on at Asian Investing Summit 2019.

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