Sohn Hong Kong 2026 – Kaleido’s Mukund Bhaskar Says This Stock Will 3x As K-Food Becomes Next S. Korean Cultural Export

Mukund Bhaskar, Portfolio Manager at Kaleido Capital Partners, opened his Sohn Hong Kong 2026 pitch with a question: How many servings of ramen does the average Korean eat in a year? The answer:79, more than any other country in Asia. The answer set the stage for a thesis built on cultural export, viral consumer behavior, and a Korean food company Bhaskar believes the market is significantly undervaluing.

Kaleido Capital Partners is a Hong Kong-based investment management firm established in 2023, focused exclusively on the Asia-Pacific region and employing a fundamental research process grounded in pattern recognition and business analysis. Bhaskar’s core argument: K-food, and specifically one company which is big in spicy noodles is the next wave of Korean cultural exports, and the stock is cheap relative to its growth trajectory.

Bhaskar founded Kaleido in 2023 after serving as Director of Research at Karst Peak Capital, a Tiger Management-backed cub in Hong Kong, and working earlier at Kontiki Capital Management; he began his investing career at the D. E. Shaw group in New York. He holds an AB in economics and engineering sciences from Dartmouth College and an MBA from Harvard Business School, where he was a Baker Scholar.

K-Food Is the Next Korean Wave

Bhaskar opened by framing the broader cultural context. Korea has spent two decades successfully exporting its culture: K-pop acts like BTS, K-dramas that now command a 16 billion dollar content market, and K-beauty products so popular that no trip to Seoul – by tourists or apparently White House press secretaries – skips a stop at Olive Young. Netflix has committed two and a half billion dollars to producing Korean language content. The pattern is well established.