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 2025 took place from April 8-11.

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

Zoomlion: Construction Machinery Leader Undergoing Structural Reform

Florian Weidinger of Santa Lucia Asset Management presented his thesis on Zoomlion (HK: 1157) at Asian Investing Summit 2025.

IndiGo: India’s Dominant Airline, With Long Runway of Growth

Rajeev Mantri of Navam Capital presented his investment thesis on InterGlobe Aviation (India: INDIGO) at Asian Investing Summit 2025.

Energy Transition Opportunities: An India-Based Investor’s Perspective

Sameer Shah of ValueQuest Investment Advisors presented his view on energy transition opportunities at Asian Investing Summit 2025.

Matrimony.com: Owner-Operated, Structurally Advantaged Platform

Private investor Manivannan Kannan presented his thesis on Matrimony.com (India: MATRIMONY) at Asian Investing Summit 2025.

Gujarat Ambuja Exports: Maize Processor in Capacity Expansion

V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gujarat Ambuja Exports (India: GAEL) at Asian Investing Summit 2025.

Halyk Bank: Well-Positioned, Growing Leader at Attractive Valuation

Isaac Schwartz of Robotti & Company discussed his thesis on Halyk Savings Bank (Kazakhstan: HSBK) at Asian Investing Summit 2025.

Alphapolis: Manga/Anime Publisher With Unique Business Model

Jiro Yasu, Patrick Rial, and Jeff Musial of Varecs Partners presented their thesis on Alphapolis (Japan: 9467) at Asian Investing Summit 2025.

UTI: Major Player in Underpenetrated Mutual Fund Market in India

Kimi Venkataraman and Sidd Thomas of India Intrinsic Value presented UTI Asset Management (India: UTIAMC) at Asian Investing Summit 2025.

Intelligent Monitoring: Update on Security Monitoring Leader

Peter Kennan of Black Crane Capital presented his thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.

Fosun: Global Conglomerate Creating Value Through Deleveraging

Roshan Padamadan of Luminance Capital presented his thesis on Fosun (HK: 0656 / OTC: FOSUY) at Asian Investing Summit 2025.

Narayana: Low-Cost Hospital Operator With Improved ROI Focus

Vinod Moras of Kiara Advisors presented his investment thesis on Narayana Hrudayalaya (India: NARH) at Asian Investing Summit 2025.

Suryoday: Financially Secure, Deeply Undervalued Small Finance Bank

Amey Kulkarni of Candor Investing presented his thesis on Suryoday Small Finance Bank (India: SURYODAY) at Asian Investing Summit 2025.

Repco Home Finance: Deep Value Opportunity in Affordable Housing

Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Repco Home Finance (India: REPCOHOME) at Asian Investing Summit 2025.

MAS Financial: Non-Banking Financial Company With Strong Track Record

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on MAS Financial (India: MASFIN) at Asian Investing Summit 2025.

Mahindra Holidays: New Leadership to Drive Long-Term Growth Story

Nandan Madhiwalla of Punctilious One presented his thesis on Mahindra Holidays and Resorts (India: MHRIL) at Asian Investing Summit 2025.

Major Cineplex: Cinema Leader, Owner-Operated Share Cannibal

Michael Fritzell of Asian Century Stocks presented his investment thesis on Major Cineplex (Thailand: MAJOR) at Asian Investing Summit 2025.

Jupiter Wagons: Well-Run, Owner-Operated Rail Freight Car Leader

Rahul Saraogi of Atyant Capital Advisors presented his investment thesis on Jupiter Wagons Limited (India: JWL) at Asian Investing Summit 2025.

Piramal Pharma: Capacity Expansion Supports Strong Growth Prospects

Naveen Chandramohan of Itus Capital presented his investment thesis on Piramal Pharma (India: PPLPHARMA) at Asian Investing Summit 2025.

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