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

The Only Company that May Benefit from Shijiazhuang Incident?

Update on Xiongan: The City of the Future

Thematic (Sector/Industry)

China Construction materials / Thematic (Sector/Industry)

<p>The Chinese government made an announcement to build a new Special Economic Zone (SEZ) in Xiongan in Hebei Province, part of the development of the Beijing - Tianjin - Hebei (BTH) region that is located around 100km southwest of Beijing City district. </p><p>As any other developing nations, Shanghai and Beijing are densely populated hence the logical move is to build a new location within a close enough proximity that will help to phase out some of the non-capital functions out of Beijing. The area…</p>

The Chinese government made an announcement to build a new Special Economic Zone (SEZ) in Xiongan in Hebei Province, part of the development of the Beijing - Tianjin - Hebei (BTH) region that is located around 100km southwest of Beijing City district. As any other developing nations, Shanghai and Beijing are densely populated hence the logical move is to build a new location within a close enough proximity that will help to phase out some of the non-capital functions out of Beijing. The area…

China Vast Industrial Urban Development (6166 HK)

Xiongan Special Economic Zone