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

Asian Investing Summit 2020 is taking place LIVE online on April 9-10.

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

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.

Phoenix Mills: Owner-Operated, Large Retail-Led Mixed-Use Developer

Ayaz Motiwala of Amala Emerging Asia Fund presented his thesis on Phoenix Mills (India: PHNX) at Asian Investing Summit 2020.

Titan Company: India’s Leading Producer of Jewelry and Watches

Amit Kumar of Unifi Capital presented his in-depth investment thesis on Titan Company (India: TITAN) at Asian Investing Summit 2020.

Alexander Kinmont on Value Investing Opportunities in Japan

Alexander Kinmont of Milestone Asset Management shared insights into investing in Japan at Asian Investing Summit 2020.

KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand

KB Kee of HERO Investment Management presented his theses on selected investment ideas 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.

Shalby Hospitals: Owner-Operated, Growing, Efficient Hospital Chain

Amit Chander of Baring Private Equity Partners India presented his thesis on Shalby Hospitals (India: SHALBY) at Asian Investing Summit 2020.

Nesco: Attractive Real Estate Asset in Mumbai, with Growth Plans

Mehul Bhatt of OysterRock Capital presented his in-depth investment thesis on Nesco (India: NESCO) at Asian Investing Summit 2020.

CONCOR: Dominant, Growing Container Train Operator in India

Lalaram Singh of Vibrant Securities presented his thesis on Container Corporation of India (India: CONCOR) 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.

Polycab: Market Leader in Wires & Cables, with Optionality

Viraj Mehta of Equirus Long Horizon Fund presented his thesis on Polycab (India: POLYCAB) 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.

ITC: India-Based Tobacco Company and Consumer Brand Factory

Roshan Padamadan of Luminance Capital presented his investment thesis on ITC Limited (India: ITC) at Asian Investing Summit 2020.

Prudential: Well-Run Pan-Asia Insurer at Discount to Liquidation Value

Andrew Macken of Montaka Global Investments presented his investment thesis on Prudential (UK: PRU) at Asian Investing Summit 2020.

Redington: Indian IT Products Distributor at Depressed Valuation

Sidd Thomas and Kimi Venkataraman presented their thesis on Redington (India: REDINGTON) at Asian Investing Summit 2020.

Indian Energy Exchange: Defensible Moat, Superior Business Economics

Vinod Moras of Kiara Advisors presented his investment thesis on Indian Energy Exchange (India: IEX) at Asian Investing Summit 2020.

Indian Energy Exchange: Dominant Power Trading Platform

Amey Kulkarni of Candor Investing presented his thesis on Indian Energy Exchange (India: IEX) at Asian Investing Summit 2020.

Emeco: Lowly Valued Australian Leader in Mining Equipment Rental

Peter Kennan of Black Crane Capital presented his in-depth investment thesis on Emeco (Australia: EHL) 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.

Haier Electronics: Consumer Durables Leader, with Net Cash Balance Sheet

Kisalaya Singh of ANYA Investment Partners presented her thesis on Haier Electronics (Hong Kong: 1169) at Asian Investing Summit 2020.

Mahindra Logistics: Asset-Light Third-Party Logistics Provider in India

Rohit Chauhan of RC Capital Management presented Mahindra Logistics (India: MAHLOG) at Asian Investing Summit 2020.