Introduction
Last week was the first issue of the Asian Idea Generator Weekly, which aims to filter the 30,000 stocks Asian investment universe for under-covered investment opportunities. This week, I continue with the search for Asia-listed ideas in the following three categories: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investment themes.
Piggybacking: Fundsmith Emerging Equities Trust's Largest Asian Position
In the prior week, I wrote about Mark Mobius and the Mobius Emerging Markets Fund that he manages, and the Fund's Chinese movie play. This week,