Pyramids and Pagodas

The Chinese Polysilicon Industry: Navigating overcapacity toward brighter horizons

Unpacking supply gluts, demand surges and Beijing’s anti-involution push

Nov 8 • 

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October 2025

Panca Budi Idaman (PBID.JK) – Bagging deep value in Indonesia’s plastic surge

Recycling Rupiah into a deep value packing leader with competitive margins and rising dividends

Oct 7 • 

Pyramids and Pagodas

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August 2025

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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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 • 

Pyramids and Pagodas

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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 • 

Pyramids and Pagodas

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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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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

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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 • 

Pyramids and Pagodas

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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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