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 2022 took place from April 6-8.
Members enjoy exclusive access. Non-members may apply to join the waiting list.
Mehul Bhatt of OysterRock Capital presented his investment thesis on Redington (India: REDI) at Asian Investing Summit 2022.
Rajeev Mantri of Navam Capital presented his thesis on FSN E-Commerce Ventures (India: NYKAA) at Asian Investing Summit 2022.
Alex Kinmont of Milestone Asset Management presented his thesis on Konoike Transport (Tokyo: 9025) at Asian Investing Summit 2022.
Ayaz Motiwala of Amala Emerging Asia Fund presented his thesis on Phoenix Mills (India: PHOENIXLTD) at Asian Investing Summit 2022.
Amit Kumar of HDFC Securities Limited presented his thesis on holding companies in India at Asian Investing Summit 2022.
Isaac Schwartz of Robotti & Company presented his thesis on Mongolia and three related ideas at Asian Investing Summit 2022.
Amey Kulkarni of Candor Investing presented his thesis on Wonderla Holidays (India: WONDERLA) at Asian Investing Summit 2022.
Gaurang Merani shared his research into the practical replicability of Ben Graham’s “net-net” strategy at Asian Investing Summit 2022.
VP Rajesh of Banyan Capital Advisors presented his investment thesis on KRBL Limited (India: KRBL) at Asian Investing Summit 2022.
Florian Weidinger of SLAM presented his investment thesis on Kina Securities (Australia: KSL) at Asian Investing Summit 2022.
Peter Kennan of Black Crane Capital presented his thesis on ARA US Hospitality REIT (Singapore: XZL) at Asian Investing Summit 2022.
Ravi Dharamshi of ValueQuest Investment Advisors presented Home First Finance Company at Asian Investing Summit 2022.
Jiro Yasu and Patrick Rial of Varecs Partners presented their thesis on Aucnet (Japan: 3964) at Asian Investing Summit 2022.
Rahul Saraogi of Atyant Capital presented his thesis on Bank of Baroda (India: BANKBARODA) at Asian Investing Summit 2022.
Family office investor Samir Mohamed presented his thesis on Hibiscus Petroleum (Malaysia: HIBISCS) at Asian Investing Summit 2022.
Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2022.
Vinod Moras of Kiara Advisors presented his investment thesis on Aegis Logistics (India: AEGISCHEM) at Asian Investing Summit 2022.
Koon Boon Kee of HERO Investment Management presented his theses on five stagflation-beating companies at Asian Investing Summit 2022.
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value presented Great Eastern Shipping at Asian Investing Summit 2022.
Michael Fritzell of Asian Century Stocks presented his investment thesis on CK Hutchison (HK: 1) at Asian Investing Summit 2022.
Max Hu of ZZ Capital international presented his investment thesis on Roblox (US: RBLX) at Asian Investing Summit 2022.
Andrew Macken of Montaka Global Investments presented his investment thesis on Alibaba (US: BABA) at Asian Investing Summit 2022.
Rajeev Agrawal of DoorDarshi India Fund presented Ujjivan Financial Services (India: UJJIVAN) at Asian Investing Summit 2022.
Nandan Madhiwalla of Punctilious One presented his investment thesis on Biocon (India: BIOCON) at Asian Investing Summit 2022.
Naveen Chandramohan of Itus Capital presented his thesis on FSN E-Commerce Ventures (India: NYKAA) at Asian Investing Summit 2022.
We had the pleasure of speaking with Ravi Dharamshi of ValueQuest Investment Advisors about long term-oriented investing in India.
We spoke with Sanjay Bakshi, Managing Partner at ValueQuest Capital LLP and Distinguished Adjunct Professor at Flame University in India.
