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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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Turkey’s Syria gambit pays off with potential windfall for construction companies
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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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CK Asset (1113.HK) – Property conglomerate no more? Re-defining itself amidst underreported international diversification
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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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China’s Saudi bond sale hints at ongoing de-dollarization push
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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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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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Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)
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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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Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market
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36:36
September 2024
Why I travelled to Georgia during the anti-government protests of May 2024
Taking a look back at a trip during a tumultuous time, the country’s investment horizons, and some interesting stocks along the way
Sep 1, 2024
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Why I travelled to Georgia during the anti-government protests of May 2024
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July 2024
Manila Trip Report – An emerging Pacific Tiger? Bloomberry Resorts (BLOOM.PS) deep dive
Casino operator bets big on continuing its winning streak in the country’s burgeoning gaming market
Jul 10, 2024
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Manila Trip Report – An emerging Pacific Tiger? Bloomberry Resorts (BLOOM.PS) deep dive
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June 2024
Manila Trip Report – An emerging Pacific tiger? (Part 1)
Exploring the ground truths Southeast Asia’s fastest growing economy and unearthing investment gems amid Manila’s madness
Jun 12, 2024
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Manila Trip Report – An emerging Pacific tiger? (Part 1)
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May 2024
GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
GDS’ stock has been dragged down by weak growth in China and an overextended balance sheet, but management is on track to achieve positive cash flow and…
May 19, 2024
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GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
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Ep 7. Uzbekistan – Emerging from the shadows of obscurity and onto investors' radars
Scott Osheroff, CIO of the Asia Frontier Capital Uzbekistan Fund tells us of a booming stock market, bold reforms, and easy access for retail investors
May 8, 2024
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3
1:02:25
April 2024
As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products
Sales up in lucrative large TV segment, with supplementary income streams showing healthy growth
Apr 2, 2024
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As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products
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