Asian Investing Summit 2020
The 7th annual Asian Investing Summit, held on April 9-10, brought together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas across Asia.
Highlights
The following idea snapshots have been provided by the respective instructors or compiled by MOI Global.
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Sid Choraria on Value Investing in Asia: Insights and Ideas
Asian equities value investor Sid Choraria shared selected value-oriented investment ideas at Asian Investing Summit 2020.
Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China
Ning Jia of Shanghai Pumeng Asset Management presented his thesis on Jiangsu Yanghe Brewery (China: 002304) at Asian Investing Summit 2020.
Mercuria and Dream Incubator: Investment Firms at Discount
Jiro Yasu and Patrick Rial presented Mercuria Investment (Japan: 7190) and Dream Incubator (Japan: 4310) at Asian Investing Summit 2020.
Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense
Rajeev Mantri of Navam Capital presented his investment thesis on Bharat Forge (India: 500493) at Asian Investing Summit 2020.
Bajaj Holdings: Indian Holding Company at Steep Discount to NAV
Deepinder Bhatia of presented his in-depth investment thesis on Bajaj Holdings (India: BJHI) at Asian Investing Summit 2020.
GMO Internet: Downside Protection, Plus Bitcoin Optionality
Max Hu of ZZ Capital international presented his in-depth investment thesis on GMO Internet (Japan: 9449) at Asian Investing Summit 2020.
Isaac Schwartz Shares Perspectives on Value Investing in Asia
Isaac Schwartz of Robotti & Company shared his wisdom and insights into value investing in Asia at Asian Investing Summit 2020.
KRBL: Owner-Operated Basmati Rice Leader with Strong Economics
Rajeev Agrawal of DoorDarshi Advisors presented his in-depth investment thesis on KRBL (India: KRBL) at Asian Investing Summit 2020.
James Morton Shares Value Investing Ideas in Volatile Asian Markets
James Morton of Santa Lucia Asset Management shared selected value-oriented investment ideas at Asian Investing Summit 2020.