Insider activity September 2026
5 stocks in Singapore, China, Hong Kong and South Korea
Latest
This Week in Asia #47
Coupang + DFI Retail + AI bubble
A temporary glitch?
Deep-dive: Coupang (CPNG US)
This Week in Asia #46
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint
Portfolio update September 2026
Asian tourism, smart locks and Philippine IPOs
Toll roads in the sky
Elevator service companies in Asia
This Week in Asia #45
Major Cineplex + Hugel + Grab
Hidden Champions of Indonesia
20 "hidden champions" identified
This Week in Asia #44
Air Water + Lion Rock + Hugel
Hugel (145020 KS)
South Korea’s low-cost botox leader now expanding to the US
Insider activity August 2026
Five stocks in South Korea, Malaysia, Singapore, and Indonesia
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
Emerging market life cycles
An assessment of country cycles in 2026
Deep-dives
Creek & River (4763 JP)
Japanese talent agency micro-cap
Deep-dives
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Deep-dives
Update: China Tower (788 HK)
China's telecom tower monopoly
Thematic reports
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Insiders
Insider activity July 2026
Five Asian stocks with insider buying
Deep-dives
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Thematic reports
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio
Portfolio update July 2026
New Indonesian position
Thematic reports
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Thematic reports
Hidden Champions of South Korea
30 "hidden champions" identified
Deep-dives
Avia Avian (AVIA IJ)
Indonesia’s largest paint manufacturer ramping up capacity +80%