Asian Investing Summit 2026
The 14th annual Asian Investing Summit, held from April 14-21, brought together great minds from the MOI Global network of intelligent investors, with a focus on actionable ideas across Asia.
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2026.
Full Access
Members of MOI Global and conference instructors enjoy exclusive access to Asian Investing Summit 2026.
BTPS: Improving Asset Quality and Capital Return at Indonesian Lender
Florian Weidinger of Santa Lucia Asset Management presented his thesis on BTPN Syariah (Indonesia: BTPS) at Asian Investing Summit 2026.
Indigo Paints: Founder-Led Compounder at a Reset Multiple
Mehul Bhatt of OysterRock Capital presented his investment thesis on Indigo Paints (India: INDIGOPNTS) at Asian Investing Summit 2026.
Ather: Software-Defined Scooter Maker Riding Electrification Wave
Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Ather Energy (India: ATHER) at Asian Investing Summit 2026.
Kazakhstan: Resource-Rich, Growing Economy at Mid-Single-Digit P/Es
Isaac Schwartz of Robotti & Company discussed Kazakhstan and three avenues for investment: Kazatomprom, Air Astana, and the banking sector.
Kitazato Corporation: Structural IVF Growth at Discount To Global Peers
Patrick Rial of TriVista Capital presented his investment thesis on Kitazato Corporation (Japan: 368A) at Asian Investing Summit 2026.
Chagee: Premium Global Tea Platform at Single-Digit P/E Ex-Cash
Roshan Padamadan of Luminance Capital presented his investment thesis on Chagee (US: CHA) at Asian Investing Summit 2026.
Twenty-Three Years After Buffett: Hoosik Min on Korea’s Second Act
Hoosik Min of Pine Investment Advisory discussed the value and quality investment opportunity in Korea at Asian Investing Summit 2026.
Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding
Omar Malik of Hosking Partners presented his investment thesis on Hikari Tsushin (Japan: 9435) at Asian Investing Summit 2026.
Oro: Founder-Led ERP Software Leader With Catalysts for Re-Rating
Jiro Yasu of Varecs Partners presented his in-depth investment thesis on Oro (Japan: 3983) at Asian Investing Summit 2026.
G8 Education: Large Childcare Operator at Depressed Valuation
Peter Kennan of Black Crane Capital presented his investment thesis on G8 Education (Australia: GEM) at Asian Investing Summit 2026.
Sasken: From Project-Based Services to a Silicon Royalty Flywheel
Hitesh Kumar of Kosha Capital Advisors presented his investment thesis on Sasken Technologies (India: SASKEN) at Asian Investing Summit 2026.
PVI Holdings: Talanx-Backed, Growing Leader in P&C Insurance in Vietnam
Huy Nguyen of Sen Capital presented his in-depth investment thesis on PVI Holdings (Vietnam: PVI) at Asian Investing Summit 2026.
Lycopodium: EPCM Compounder With Founder Alignment and High ROE
Kimi Venkataraman and Sidd Thomas of India Intrinsic Value Consultants presented Lycopodium (Australia: LYL) at Asian Investing Summit 2026.
Freee: Founder-Led Disruptor of Japan’s Accounting Incumbents
Michael Fritzell of Asian Century Stocks presented his in-depth investment thesis on freee (Japan: 4478) at Asian Investing Summit 2026.
Five-Star Business Finance: High ROA Compounder with Organic Growth
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Five-Star Business Finance (India: FIVESTAR) at Asian Investing Summit 2026.