Pyramids and Pagodas

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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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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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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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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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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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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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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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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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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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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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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36:36