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.

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

Access past conferences: 2018, 2017, 2016, 2015, 2014

 

Access featured sessions at Asian Investing Summit 2018 below:

Honma Golf: Turnaround at High-End Golf Club Maker (TRANSCRIPT NOW AVAILABLE)

Siddharth Mehta of Beaconsfield Investment Management presented his in-depth investment thesis on Honma Golf (Hong Kong: 6858) at Asian Investing Summit 2018.

Edelweiss: Well-Managed, Growing, Diversified Financial Services Firm

Rashmi Kwatra of Sixteenth Street Capital presented her investment thesis on Edelweiss Financial Services (India: EDEL) at Asian Investing Summit 2018. Summary thesis:…

MMA Offshore: Recapitalized Operator of Offshore Supply Vessels (TRANSCRIPT NOW AVAILABLE)

Peter Kennan of Black Crane Capital presented his in-depth investment thesis on MMA Offshore (ASX: MRM) at Asian Investing Summit 2018. Thesis summary:…

SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE)

Chan Lee and Albert Yong of Petra Capital Management discussed the rise of Korea’s “cultural economy” and presented their investment theses on SM…

Macmahon: Mining Services Company in Successful Turnaround (TRANSCRIPT NOW AVAILABLE)

Steve Johnson of Forager Funds Management presented his in-depth investment thesis on Macmahon Holdings (Australia: MAH) at Asian Investing Summit 2018. Thesis summary:…

Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE)

Rahul Saraogi of Atyant Capital Advisors presented his in-depth investment thesis on Bank of Baroda (India: BOB) at Asian Investing Summit 2018. Rahul…

Jammu & Kashmir Bank: Leadership in J&K Provides Cheap Deposit Base (TRANSCRIPT NOW AVAILABLE)

Rajeev Agrawal of DoorDarshi Value Advisors presented his in-depth investment thesis on Jammu & Kashmir Bank (NSE: J&KBANK) at Asian Investing Summit 2018.

CARE Ratings: Second-Largest Credit Ratings Agency in India (TRANSCRIPT NOW AVAILABLE)

Lalaram Singh of Vibrant Securities presented his in-depth investment thesis on the credit ratings industry in India and CARE Ratings (BSE: 534804, NSE:…

GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low (TRANSCRIPT NOW AVAILABLE)

Deepak Kapur of Tapaks Capital Management presented his in-depth investment thesis on GMR Infrastructure (India BSE/NSE: GMRINFRA) at Asian Investing Summit 2018. Thesis…

CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses (TRANSCRIPT NOW AVAILABLE)

Jiro Yasu and Patrick Rial of Varecs Partners presented their in-depth investment thesis on CRE Inc. (Tokyo: 3458) at Asian Investing Summit 2018….

Suzuki Motor: A Play on the Underpenetrated Indian Auto Market

Rajeev Thakkar of PPFAS Mutual Fund presented his in-depth investment thesis on Suzuki Motor (Tokyo: 7269; OTC: SZKMY) at Asian Investing Summit 2018….

James Morton Shares Value Investing Ideas in Indonesia

James Morton of Santa Lucia Asset Management presented his approach to value investing in Indonesia, along with his investment theses on several Indonesian…

Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors

Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Reliance Industries (India NSE: RELIANCE) at Asian Investing Summit 2018. Thesis summary:…

Prada: Turning the Corner After Challenging Five-Year Period

Andrew Macken of Montgomery Global Investment Management presented his in-depth investment thesis on Prada (Hong Kong: 1913) at Asian Investing Summit 2018. Andy…

JD.com: Underappreciated Alibaba Challenger with Key Advantages

Benjamin Beneche of Pictet Asset Management presented his in-depth investment thesis on JD.com (Nasdaq: JD) at Asian Investing Summit 2018. Thesis summary: JD.com…

Nocil: Competitively Advantaged Market Leader in Rubber Chemicals

Ankur Jain, a registered investment advisor based in India, presented his in-depth investment thesis on Nocil (NSE: NOCIL) at Asian Investing Summit…

Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains

Naveen Chandramohan of Itus Capital presented his in-depth investment thesis on Max Ventures and Industries (NSE: MAXVIL) at Asian Investing Summit 2018. Thesis…

Teamlease: Well-Managed Staffing Company with Long Growth Runway

Soumil Zaveri of DMZ Partners will present his in-depth investment thesis on Teamlease Services (NSE: TEAMLEASE) at Asian Investing Summit 2018. Thesis summary:…

Keyence: Highest-Quality Business in Global Industrial Automation Space

Max Hu of Tyee Capital Group presented his in-depth investment thesis on Keyence Corp. (Tokyo: 6861) at Asian Investing Summit 2018. Thesis summary:…

Ming Fai and Hengdeli: Two Hong Kong-Listed Small-Cap Value Ideas

Manuel Schlabbers of Accudo Capital presented his in-depth investment thesis on Ming Fai (Hong Kong: 3828) and Hengdeli (Hong Kong: 3389) at Asian…