Australian & Asian Investing Blogroll

We love Investing Blogs. That’s why we offer you this blogroll to draw your attention to the Investing Blogs. In the Asian Investing Blogroll, you will find the most exciting investing blogs from Asia. There is also an American Investing Blogroll and European Investing Blogroll. I hope you enjoy this content, too!
All blogs behind the blogrolls can be found on the American Investing Blog, European Investing Blog and Asian Investing Blog pages.
Do you miss a blog in the Asian Investing Blogroll? Feel free to contact us.
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Australian & Asian blogroll
Australia & New Zealand
- HUMM GROUP LTD (ASX:HUM) BOARD SPILL 2026
- PGF ASX PM Capital Global Opportunities Fund vs VG1 ASX VGI Partners Global Investments
- TGF ASX LETTER TO THE BOARD RE STRATEGIC REVIEW & PERFORMANCE
- Podcast: US fiscal sustainability and the riskier macro environment
- Antipodes Magnified: FEMSA (NYSE: FMX)
- Antipodes Magnified: Quarterly Update (Q2 2025)
- Podcast: Opportunities in global small and mid caps (SMIDs)
- Antipodes Magnified: Thales Group (EPA: HO)
- China Market Lens: Stocks & Sectors to Watch
- CIO Interview: Rethinking Quality Stocks
- Investing amid the Tariff War
- Antipodes Magnified: Quarterly Update (Q1 2025)
- Antipodes Brookdale Letter
- AI at an inflection point, but has the US mega cap tech sell-off got further to go?
- Antipodes Magnified: Keysight Technologies Inc (NYSE: KEYS)
- Portfolio Construction Forum: SMID caps provide more opportunity gaps than large caps
- Buy Hold Sell: 5 global tech leaders (and 2 more you simply can’t ignore)
- Jacob Mitchell at the 2025 Pinnacle Insights Series
- Antipodes Magnified: Alcon AG (SWX: ALC)
- The evolution of stock market behaviour: Interview with Antipodes’ senior trader
- State of the markets: AI inflection point, central bank gold buying & the Mag 7 stock to avoid
- Antipodes Magnified: Quarterly Update (Q4 2024)
- ASX LICs PERFORMANCE COMPARISON IN 2025, WHICH IS THE BEST vs INDEX ETFs?
- Stock to watch in 2025 (portfolio manager picks across tech, hardware, healthcare, EM & infrastructure)
- US election aftermath: Stocks to watch & how will the Fed react in 2025?
China & Southeast Asia (Indonesia, Singapore)
- Turning Point Brands (TPB US)
- Readings For The Week (11/4)
- Ten Years!
- Readings For The Week (15/3)
- Readings For The Week (21/2)
- Readings For The Week (31/1)
- Readings For The Week (10/1)
- Happy Holidays!
- Private Equity/Credit: The Bubble and its Implications
- Tertiary PE LP buyout funds scale new heights of absurdity
- Where are all the IPOs? The great private equity ruse
- Artificial Intelligence or Authentic Stupidity?
- Readings For The Week (20/9)
- Readings For The Week (24/8)
- Readings For The Week (17/8)
- Readings For The Week (20/7)
- Readings For The Week (6/7)
- Readings For The Week (31/5)
- Geoff Oldfield (Ennismore)
- Readings For The Week (3/5)
- Readings For The Week (20/4)
- Readings For The Week (12/4)
- Readings For The Week (6/4)
- Readings For The Week (29/3)
- Jonathan Shih (Coral Capital Podcast)
India
- Freedom Isn’t an Open Field
- Charlie Munger on Patience, Wisdom, and the Power of Changing Your Mind
- The Long Game: The Compounding Approach to a Richer, Healthier Life
- The Gift of Attention
- Eight Experts, Forty Facts, One Investing Lesson
- 15 Years of Safal Niveshak: A Confession
- How Not to Get Fooled by Randomness in Investing
- The Trappings of Wealth
- Why Are You Really Here?
- Your Money Worry Is Not About Money
- The Noise You Mistake for Thinking
- Returns is half the battle
- What I Mean When I Say ‘Long Term’
- Is it a good time to buy ?
- The Gilded Cage
- Pace Digitek’s Triple-Layer Profit Engine:The Accounting Optical Illusion Hiding a Massive Value Goldmine
- Resilience
- The Misunderstood Role of Dividends in Long-term Stock Returns
- Can we time it better?
- Implementing Benjamin Graham’s “Special Situations”Framework in Conventional Investment Strategies
- Doing the work
- Webinar recording: Navigating a grinding bear market
- Navigating a grinding bear market
- Manufactured urgency: The case for ignoring IPOs
- Decade Blog Performance Review : 37.6% CAGR for last 11 years
Japan
- Hogy Medical (JP:3593) - Post Mortem
- Leading Surfactant Manufacturer with Asia Growth Tailwinds Trading at 110% NCAV
- Asset-light Corporate Housing Management Service Company Trading for 5.7x EV/EBIT
- Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT
- Profitable System Integrator Trading for 68% P/NCAV
- Mitsubishi Estate-backed Security Service Company for 1.4x EV/EBIT
- Mid-size Building Maintenance Co With Diverse Revenues Trading at 1.8x EV/EBIT
- Blog has moved!
- The Tron Project: How Japan Almost Ruled IT
- Growing IT Network Service Operator Trading at 1.6x EV/EBIT
- Independent System Integrator with Steady Growth at 1.4x EV/EBIT
- Profitable Mid-tier Cram School Operator Trading at 3.5x EV/EBIT
- Small and Profitable System Integrator with 3.66% Dividend Yield Trading at 2.4x EV/EBIT
- 10 Years Blogging: Japan Still Undervalued
- Specialized Electronic CAD Developer Trading at 97.4% NCAV
- Leading Partition Maker Trading at 2.3x EV/EBIT
- Pressured But Profitable Paint Maker Trading Below EV
- Investing in Japan: Getting by on "Yuutai"
- J - Links of Interest - Week 12; 2022
- Small System Integrator with M&A Track Record for 2.8x EV/EBIT
- Software Distributor with 21% Share in Japanese CAE (Computer-Aided Engineering) Software Trading for 4.5x EV/EBIT
- J - Links of Interest - Week 7, 2022
- System Vendor with 70% Share in Retail Credit Collection Systems at 3.3x EV/EBIT
- J - Links of Interest - Week 5; 2022
- Japan’s Century 21 Pays a 4.5% Dividend Yield and Trades at 5.3x EV/EBIT
Picture source: Sasin Tipchai from Pixabay
