CK Asset (1113.HK) – Property conglomerate no more? Re-defining itself amidst underreported international diversification

China’s Saudi bond sale hints at ongoing de-dollarization push

Ep 8. Navigating the Asian investment landscape with Dan Rupp of Parkway Capital

Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)

Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market

Why I travelled to Georgia during the anti-government protests of May 2024

Manila Trip Report – An emerging Pacific Tiger? (Part 2): Casino operator bets big on continuing its winning streak in the country’s burgeoning gaming market

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

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 a rebound in share price

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

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

Pax Global (0327.HK) 2023 results disappoint but show promise in some areas: Shares flat despite revenue and profit miss, while margins land at the top-end of guidance with management seeking to return more value to shareholders

TCL Electronics (1070.HK) – a rising star in the TV business : Vertical integration and surging emerging market sales have allowed the Hong Kong-listed manufacturer to leapfrog established Korean and Japanese rivals to number 2 position globally

Plover Bay Technologies' (1523.HK) 2023 results show solid earnings trajectory : Shares up 13% despite moderate revenue growth, while profits surge. Stock's strength lies in consistent dividends, growing recurring revenues, and niche market offering.

Ep 6. Finding opportunities in crisis – Interview with veteran emerging and frontier market investor, Michael McGaughy: In search of companies trading at generational lows, Michael scours some of the world's most volatile markets and outperform major emerging and frontier market indices

Interview with Alex Chan, Founder and Chairman of Plover Bay Technologies (1523.HK): An Asian home-grown success story sits down to tell us how he scaled from humble beginnings to a global business serving the needs of our increasingly connected world

Dada Nexus (DADA.OQ) – Leading Chinese On-Demand Retail Platform Accelerates on Significant Runway: A JD.com subsidiary with growing economies of scale, unlocking growth potential at distressed valuations

Roving Around Riyadh - A Look into a Kingdom Forging its Future Through Reform (Part 2): Work trip to Saudi Arabia sheds light on reform progress, geopolitical shifts, and consumer habits.

Roving Around Riyadh - A Look into a Kingdom Forging its Future Through Reform (Part 1): Work trip to Saudi Arabia sheds light on reform progress, geopolitical shifts, and consumer habits.

Rusal (RUAL.MM; 0486.HK) – Aluminium Steels Itself Against Challenging Conditions: Navigating short-term headwinds and leveraging greener production for future opportunities

Russia Trip Report - Economic Insights and Other Titbits (Part 4): Tales from the supermarket aisles: import substitution, the cashless economy and accessing Russian equities as a foreigner

Russia Trip Report - Economic Insights and Other Titbits (Part 3): Major western retailers and fast-food chains head for the exits while local brands step in

Russia Trip Report - Economic Insights and Other Titbits (Part 2): Chinese manufacturers stepping in to get Muscovites from A to B amid sanctions

Russia Trip Report - Economic Insights and Other Titbits (Part 1): Notes on the current state of play for air travel in Russia and China on my journey to Moscow

The Looting Machine – An Insightful Read into the Shady World of Resource Extraction in Africa: Unveiling the Dark Side of African Investment: Tom Burgis' Cautionary Tale of Local Powerbrokers and Multinationals