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%
Insiders
Insider activity June 2026
5 Asian stocks with insider buying
Deep-dives
Air Water (4088 JP)
Japan’s second-largest industrial gas business in full-on restructuring mode
Thematic reports
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities
Deep-dives
Update: Saramin (143240 KS)
South Korea's leading HR-tech company
Portfolio
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Thematic reports
Toll Bridge Investing
The perfect business model
Deep-dives
Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO