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 2026 took place from April 14-21.

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

BTPS: Improving Asset Quality and Capital Return at Indonesian Lender

Florian Weidinger of Santa Lucia Asset Management presented his thesis on BTPN Syariah (Indonesia: BTPS) at Asian Investing Summit 2026.

Indigo Paints: Founder-Led Compounder at a Reset Multiple

Mehul Bhatt of OysterRock Capital presented his investment thesis on Indigo Paints (India: INDIGOPNTS) at Asian Investing Summit 2026.

Maithan Alloys: Idle Cash Set To Return As India Rewires Buyback Tax

Amey Kulkarni of Candor Investing presented his investment thesis on Maithan Alloys (India: MAIT) at Asian Investing Summit 2026.

Gokaldas Exports: CEO-Led Turnaround With Asymmetric Upside

V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gokaldas Exports (India: GOKEX) at Asian Investing Summit 2026.

Ather: Software-Defined Scooter Maker Riding Electrification Wave

Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Ather Energy (India: ATHER) at Asian Investing Summit 2026.

Kazakhstan: Resource-Rich, Growing Economy at Mid-Single-Digit P/Es

Isaac Schwartz of Robotti & Company discussed Kazakhstan and three avenues for investment: Kazatomprom, Air Astana, and the banking sector.

Natco Pharma: Complex Molecules, Owner-Operator, Capital Discipline

Nandan Madhiwalla of East72 Capital Management presented his thesis on Natco Pharma (India: NATCOPHARM) at Asian Investing Summit 2026.

Hindustan Foods: Leading FMCG Contract Manufacturer at Discount

Vinod Moras of Highwest Global Management presented his thesis on Hindustan Foods (India: HNDFDS) at Asian Investing Summit 2026.

Kitazato Corporation: Structural IVF Growth at Discount To Global Peers

Patrick Rial of TriVista Capital presented his investment thesis on Kitazato Corporation (Japan: 368A) at Asian Investing Summit 2026.

Chagee: Premium Global Tea Platform at Single-Digit P/E Ex-Cash

Roshan Padamadan of Luminance Capital presented his investment thesis on Chagee (US: CHA) at Asian Investing Summit 2026.

Twenty-Three Years After Buffett: Hoosik Min on Korea’s Second Act

Hoosik Min of Pine Investment Advisory discussed the value and quality investment opportunity in Korea at Asian Investing Summit 2026.

Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding

Omar Malik of Hosking Partners presented his investment thesis on Hikari Tsushin (Japan: 9435) at Asian Investing Summit 2026.

Oro: Founder-Led ERP Software Leader With Catalysts for Re-Rating

Jiro Yasu of Varecs Partners presented his in-depth investment thesis on Oro (Japan: 3983) at Asian Investing Summit 2026.

G8 Education: Large Childcare Operator at Depressed Valuation

Peter Kennan of Black Crane Capital presented his investment thesis on G8 Education (Australia: GEM) at Asian Investing Summit 2026.

Sasken: From Project-Based Services to a Silicon Royalty Flywheel

Hitesh Kumar of Kosha Capital Advisors presented his investment thesis on Sasken Technologies (India: SASKEN) at Asian Investing Summit 2026.

PVI Holdings: Talanx-Backed, Growing Leader in P&C Insurance in Vietnam

Huy Nguyen of Sen Capital presented his in-depth investment thesis on PVI Holdings (Vietnam: PVI) at Asian Investing Summit 2026.

Lycopodium: EPCM Compounder With Founder Alignment and High ROE

Kimi Venkataraman and Sidd Thomas of India Intrinsic Value Consultants presented Lycopodium (Australia: LYL) at Asian Investing Summit 2026.

Freee: Founder-Led Disruptor of Japan’s Accounting Incumbents

Michael Fritzell of Asian Century Stocks presented his in-depth investment thesis on freee (Japan: 4478) at Asian Investing Summit 2026.

Motilal Oswal: From Broker to Wealth and Asset Management Powerhouse

Gokul Raj Ponnuraj of Bavaria Industries Group presented Motilal Oswal Financial Services (India: MOTILALOFS) at Asian Investing Summit 2026.

Five-Star Business Finance: High ROA Compounder with Organic Growth

Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Five-Star Business Finance (India: FIVESTAR) at Asian Investing Summit 2026.

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