Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

Xi Jinping -- The Last Communist Leader of China?

Health & Happiness: The Supplement to Your Portfolio

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

Malaysia Household and personal products / Thematic (Sector/Industry)

<div class="content-highlight"><p><strong>Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of global online payment systems, and an improved infrastructure. There have been talks that the Chinese regulator might regulate CBEC as soon as the 1st of January 2019. </strong></p></div><p>In this report we will discuss the following:</p><ul>
<li>When is it going to happen</li>
<li>Why the government is going to regulate CBEC</li>
<li>Regulation impact</li>
<li>Winners and losers include <a href="https://www.smartkarma.com/entities/20582" target="_blank" data-smartkarma-citation="entities:20582:1">Health And Happiness (H&amp;H) (1112 HK)</a> , <a href="https://www.smartkarma.com/entities/4600" target="_blank" data-smartkarma-citation="entities:4600:1">Best World International (BEST SP)</a> , <a href="https://www.smartkarma.com/entities/17377" target="_blank" data-smartkarma-citation="entities:17377:1">Bellamy'S Australia (BAL AU)</a> , <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent Holdings (700 HK)</a> and <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba Group Holding (BABA US)</a>
</li>
</ul>

Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of global online payment systems, and an improved infrastructure. There have been talks that the Chinese regulator might regulate CBEC as soon as the 1st of January 2019. In this report we will discuss the following:
When is it going to happen
Why the government is going to regulate CBEC
Regulation impact
Winners and losers include Health And Happiness (H&amp;H) (1112 HK) , Best World International (BEST SP) , Bellamy'S Australia (BAL AU) , Tencent Holdings (700 HK) and Alibaba Group Holding (BABA US)



Cross-Border E-Commerce in China: Updates and Whos' Who