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Shandong Trip Report – Finding value amid sawdust and subsidies
From baijiu diplomacy to boardroom arbitrage, and finding a potential outperformer in China’s bloated wood panel board industry
Aug 30
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Pyramids and Pagodas
7
July 2025
Musings to multi-baggers and mercifully few lemons: A review of all our picks to date
An unfiltered lookback on three years of emerging market investment write-ups – hits, misses and why each piece mattered
Jul 27
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Pyramids and Pagodas
6
3
April 2025
Hutchison Telecom (0215.HK) – Dialing up value in a discounted recovery call with decent yield
Strong cashflow, defensive yield, and organic growth initiatives position Hutchison Telecom for stable returns amid a recovering Hong Kong market
Apr 30
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Pyramids and Pagodas
8
Asian defense and industrial winners in the Trump Era?
How shifting US policies could prove to be a boon for certain companies in Japan, South Korea, and Hong Kong
Apr 1
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Pyramids and Pagodas
6
March 2025
Plover Bay Technologies (1523.HK) – A milestone year with strong growth and expanding opportunities
Laying the foundation for sustainable growth and rewarding patience along the way
Mar 3
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Pyramids and Pagodas
11
1
February 2025
Time to bet the house? Macau gears up for recovery
Recovery will look different for each of the enclave's casino operators – we pick out two set to ramp up shareholder returns with high potential for…
Feb 17
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Pyramids and Pagodas
7
5
January 2025
Turkey’s Syria gambit pays off with potential windfall for construction companies
The post-Assad equities rally among Turkish builders may have overlooked a key player, ignoring its past success in a similar geopolitical scenario
Jan 25
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Pyramids and Pagodas
5
CK Asset (1113.HK) – Property conglomerate no more? Re-defining itself amidst underreported international diversification
A well-timed overseas shopping spree has shored up the balance sheet and positions the Company to seize recovery opportunities back home
Jan 1
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Pyramids and Pagodas
8
December 2024
China’s Saudi bond sale hints at ongoing de-dollarization push
Deepening bilateral financial ties could signal a fundamental shift in global trade as Beijing lays the ground for challenging dollar dominance
Dec 5, 2024
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Pyramids and Pagodas
6
November 2024
Ep 8. Navigating the Asian investment landscape with Dan Rupp of Parkway Capital
Dan Rupp, Founder and CIO of Hong Kong-based Parkway Capital shares insights on his firm's distinct investment philosophy, strategies in emerging…
Nov 16, 2024
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Pyramids and Pagodas
10
48:35
Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)
Mr. Escaño discusses vertical integration, future directions, and Pryce's staying power among its household consumer base, and what it takes to power a…
Nov 4, 2024
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Pyramids and Pagodas
4
October 2024
Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market
Exploring Pryce Corp’s vertically integrated business, resilient demand, and regulatory advantages
Oct 29, 2024
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Pyramids and Pagodas
4
36:36
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