Deep-dives
Deep-dive: Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio update July 2026
New Indonesian position
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Hidden Champions of South Korea
30 "hidden champions" identified
Avia Avian (AVIA IJ)
Indonesia’s largest paint manufacturer ramping up capacity +80%
Insider activity June 2026
5 Asian stocks with insider buying
Air Water (4088 JP)
Japan’s second-largest industrial gas business in full-on restructuring mode
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities
Update: Saramin (143240 KS)
South Korea's leading HR-tech company
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Toll Bridge Investing
The perfect business model
Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO