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:
New Asia Fund Documents & 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.
- 🇨🇳 WuXi AppTec Co (SHA: 603259 / HKG: 2359 / OTCMKTS: WUXAY) 🇨🇳 – R&D & manufacturing services to the pharmaceutical & healthcare industry. 🇼 🏷️
- 🇨🇳 DeepSeek
- 🇰🇷👼🏻 HD Hyundai Electric Co Ltd (KRX: 267260) – Electrical equipment, energy storage devices, marine solutions, industrial IoT-based application platform, eco-friendly products, voltage switchboard & generates solar power energy. 🇼 🏷️
- 🇮🇳 Kfin Technologies (NSE: KFINTECH / BOM: 543720) – SaaS software provider for asset managers.
- 🎙️🌏 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.https://open.spotify.com/embed/episode/0YoBI3bI2vE0IQPUe4t2N7
- 🔬🌏🚩 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.
To read more, please visit this article on Substack
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