As of early November, a few straggler September/Q3 and new October fund updates have become available (our continuously updated post containing all funds is here) along with new research:
🔬🌏🚩 Identifying Asia’s “platform” businesses (Aberdeen Investments) – Gabriel Sacks, Lead Manager of Aberdeen Asia Focus, explores the appeal of Asia’s “platform” businesses – firms that drive innovation across industries rather than relying on a single product.
🎙️🌏 Asia needs gold and gold needs Asia (Under the Banyan Tree by HSBC Global Research) 18:54 Minutes – Fred welcomes HSBC’s Chief Precious Metals Analyst James Steel to the podcast for a comprehensive look at the recent gold rally and the critical role that markets including China and India play in the global gold trade.
🔬🌏🚩 Asia today – AI winners and better mousetraps (Platinum Asset Management) – Following up on his recent Platinum Roadshow presentation, Cameron Robertson reviews Asian market moves in 2025 and explores the forces that could shape 2026.
🇹🇼 Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) 🇼 🏷️
🇰🇷 SK Hynix (KRX: 000660) – Manufactures, distributes & sells semiconductor products in Korea, China, Asia, USA & Europe. DRAM, NAND storage products, SSD, MCP & CMOS image sensors for server, networking, mobile, PC, consumer & auto applications. 🇼 🏷️
🇰🇷🅿️ Samsung Electronics (KRX: 005930 / 005935 / LON: BC94 / FRA: SSUN / OTCMKTS: SSNLF) 🇼 🏷️
🇨🇳 Alibaba (NYSE: BABA) 🇼 🏷️
🇨🇳🏛️ Kuaishou Technology (HKG: 1024 / 81024 / LON: 0A74 / OTCMKTS: KUASF / KSHTY) 🇰🇾 – Partly state-owned content community and social platform & China’s first short video platform. 🇼 🏷️
🇰🇷 HD Hyundai Marine Solution (KRX: 443060) – Integrated engineering-based services to Hyundai brand ships.
🌏 Astra International (IDX: ASII / FRA: ASJA / OTCMKTS: PTAIF) – Largest independent auto group in SE Asia. 🇼 🏷️
🇰🇷 LG Display (NYSE: LPL) – Leading display company. Innovative displays & related products through differentiated technologies such as OLED & IPS. 🇼 🏷️
🇨🇳 Contemporary Amperex Technology Co. Ltd. (CATL) (SHE: 300750) – World’s largest EV battery maker. 🇼 🏷️
🎙️🇨🇳 How are the US and China weaponising the global economy? (Aberdeen Investments) 51:05 Minutes – We explore how economic chokepoints—from the dominance of the US dollar to China’s grip on rare earths—are reshaping global power, trade and the risks of economic warfare.
