On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions:
Brief update on your current general outlook for the countries you cover? (1:00)
How to set up a long-term Asia-focused, high-dividend, income-generating portfolio? (4:15)
Which commodities do you see as offering opportunities or carrying significant risks? (7:05)
What is your current view on Central Asia, and do you expect to cover the region more extensively in the future? (9:20)
Name a business you love that you think is undervalued currently and why? (preferable if it trades on US exchange/OTC). (10:30)
What broker do you use to buy Asian stocks? (12:10)
What are some tax implications like withholding taxes or estate or wealth taxes etc. that foreign investors should be aware of? (13:05)
Any thoughts on Kaspi? More specifically their expansion to other markets? (13:50)
Are there any Asian compounders like Constellation Software? (14:55)
What Asian companies have interesting ROIC and management compensation tied to profitable capital allocation? Who are considered trustworthy capital allocator CEOs in Asian markets such as Mark Leonard? (16:20)
How do you factor in demographic trends when analyzing stocks in Asia? (18:30)
I’m curious your stance on the AI/Datacenter overbuild conversation. How do you think about it? What metrics would you look at? (20:00)
Yudhi Sadewa, the new finance minister in Indonesia, what do you know/think of him? Do you foresee any deviation from previous policies and how could he affect the Indonesian economy? (21:40)
Precious metals are increasing significantly in value. Various theories are floating around: debasement trade, mistrust in Western governments. Are gold, silver, platinum mining stocks attractive in this respect and how is the mood in this regard is in Asia? (23:10)
To the extent that you ask me about how I invest, bear in mind that positive or negative views do not imply that I recommend you to buy or sell. Also, just because I think a stock is undervalued, does not mean that it eventually turn out to be a good investment. Do your own research and consult a financial advisor to understand whether an investment is suitable for your specific needs.
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers. Consult your financial adviser to understand whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website. This is a disclosure and not a recommendation to buy or sell.
