Resources for Asia-focused investors

A list of the best resources available for investors in the region

Our friends at The Bear Cave put together a neat list of free and paid resources available for professional investors. I wanted to add to their excellent list - but with an Asian twist. So here are the best resources that I’ve been able to identify for you:

The best podcasts in Asia

1. Analyse Asia - Bernard Leong’s podcast discussing current events

2. Asia Matters - Politics across the region

3. Deep Dive - Japan Times’ podcast giving a local perspective

4. Disrupting Japan - Entrepreneur Tim Romero discusses the Japanese start-up landscape

5. Nomura Podcasts - Nomura’s take on Japanese macroeconomics

6. Under the Banyan Tree - HSBC’s Herald van der Linde’s podcast

7. ChinaTalk - Great set of guests on this China-focused podcast

8. Little Red Podcast - Discussions about Chinese politics

9. Chinese Whispers - The Spectator’s podcast on anything China-related

10. Asianometry - Great YouTube channel on semiconductors & Asian topics

11. Sharp China - Bill Bishop’s podcast

12. Drum Tower - The Economist’s David Rennie’s China-focused podcast

13. Equity Mates - Great podcast for Australian equities coverage

14. Kopi Time - A podcast from Singapore bank DBS with Taimur Baig

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The best Asia research sources

1. Value Investors Club - The best source of value-focused research anywhere, especially for US stocks

2. Smartkarma - Institutional-grade research from across Asia-Pacific

3. Offpiste Investing - The best curation email for Asia, bar none

4. East Asia Stocks - An excellent new Substack with an international focus

5. China Charts - A Substack with - you guessed it - thought-provoking charts

6. China Beige Book - On-the-ground surveys and analytics on Chinese macro

7. Sweet Stocks - UK-based investor writing about Japanese stocks and more

8. Praya’s Substack - Value Praya’s Substack, focusing on Hong Kong small-caps

9. Superfluous Value - Guy Davis’s Substack on global value stocks

10. One Foot Hurdle - DaBao’s Substack where he writes about Taiwan / HK stocks

11. Investing in China - New Substack focusing on Chinese tech stocks

12. Value Zoomer - Myles Kuah’s Substack focus on oddball Asian micro-caps

13. Pyramids & Pagodas - Great Hong Kong-based Substack discussing value stocks

14. Asia Value & Moat Stocks - My favorite subscription service on Seeking Alpha

15. Healthy Stock Picks - New Substack discussing medtech, including in Asia

16. Oriental Value - Written by a group of Hong Kong-based value investors

17. Jam Invest - Has written a great deal about Hong Kong stocks lately

18. Made in Japan - Great Substack focusing on small Japanese growth stocks

19. Emerging Markets and Value - Olivier Marz’s EM-focused investing Substack

20. Kenkyo Investing - The definitive blog on Japanese deep value small caps

21. Value Investing - ASEAN-focused value stock Substack based out of Malaysia

22. Global Stock Picking - Emerging market-focused blog based out of Hong Kong

23. Searching 4 Value - Germany-based international investor whose work I enjoy

24. Koneko Research - High-quality blog on real estate and Hong Kong equities

25. Minority Report - A blog focused on frontier markets. Michael McGaughy is passionate about corporate governance and an overall great guy.

26. Continuous Compounding - Writes about Japanese stocks occasionally

27. Hurdle Rate - Writes about professional services companies in Australia, beyond

28. Profit Hunting - Singapore blog with an interesting local perspective

29. Thai Capitalist - Pon knows the Thai market better than anyone I know and his daily updates provide a range of commentary you won’t get elsewhere

30. Undervalued Shares - Swen Lorenz’s research service on international stocks might provide the best value out there of any service out there

31. Webb-site.com - David Webb’s platform for information on Hong Kong stocks, including filings and news on stocks and individuals

32. Asian Century Stocks - Outstanding Substack focused on Asian value stocks 😉

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Asia investor letters worth following

1. Apollo Investment - Where Claire Barnes publishes her monthly letters

2. Asia Frontier Capital - Focuses on frontier markets such as Uzbekistan, Vietnam

3. Auscap - Australia-focused fund with monthly letters

4. AVI Japan Opportunity Trust - Japan focused activist fund run by UK’s AVI

5. Baillie Gifford Japan Trust - Growth-focused Japan fund

6. Bireme - Poker player Evan Tindell’s fund that invests in Japan

7. Bronte Capital - John Hempton’s Sydney-based long/short fund

8. Bonhoeffer Capital Management - Keith Smith’s global value hedge fund

9. East72 Dynasty Trust - Andrew Brown’s value fund focusing on global equities

10. Forager - Sydney-based fund manager focusing on value stocks in Australia / int’l

11. Harding Loevner EM Equity Fund - Conventional mutual fund with monthly letters

12. Kathmandu Capital - Value fund focusing on Asian equities

13. Kerrisdale - US long/short fund occasionally writes about Asian equities

14. Longriver - Global hedge fund run by Hong Kong-based Graham Rhodes

15. Mobius Capital Partners - Mark Mobius’s new EM fund after he quit Templeton

16. Oasis Management - Activist investor focused primarily on Japan

17. OAM Asian Recovery Fund - Cayman-based fund run by Desmond Kinch

18. Pangolin Asia Fund - Singapore-based value fund

19. Ross & Van Compernolle - Bangkok-based fund focused on ASEAN equities

20. Scottish Oriental Smaller Companies - Small-cap fund with large focus on Asia

21. Seraya Investment - Singapore-based fund, which now has its own Substack

22. Vietnam Holdings - Closed-end fund with great commentary on Vietnam

23. Weiss Korea Opportunity Fund - Invests in Korean preference shares

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The best English language news sources

1. Nikkei Asia - A magazine with cross-Asian content

2. Taipei Times - Taiwan’s most professional news website

3. The Business Times - Singapore’s leading business publication

4. Bangkok Post - One of the best newspapers in Asia, period. Focus on Thailand

5. South China Morning Post - Hong Kong’s best newspaper, at least historically

6. Caixin - The best mainland Chinese business newspaper

7. The Jakarta Post - The leading English newspaper in Indonesia

8. Business Korea - South Korean English language business publication

9. The Edge Markets - My preferred source of information for Malaysian stocks

10. Business World - A leading business publication for the Philippines

11. The Economic Times - Business newspaper for India

12. Emerging World - Daily reporting from emerging markets

13. Dari Mulut ke Mulut - A politics-focused Substack focused on Southeast Asia

14. Asia Sentinel - thought-provoking news stories from around the region

15. Sinocism - Bill Bishop’s Substack is the definitive guide to Chinese elite politics

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The best online tools I have come across

1. Perplexity - My favorite generative AI tool

2. TIKR - Financial data for companies across Asia at a reasonable price

3. Twitter - I use Twitter to connect with other like-minded individuals and to search for information about obscure topics

4. Google Trends - Understand consumer trends through Google user search queries

5. Quartr - Great app for listening to conference calls and reading their transcripts

6. Naver Datalab - Similar to Google Trends but for Korean search engine Naver (Korean language)

7. Baidu Index - Similar to Google Trends but for Chinese search engine Baidu; has become difficult to access for overseas individuals however (Chinese language)

8. Visual Ping - Monitor website changes, for example, investor relations websites for new releases

9. Subredditstats.com - Find the relative rankings of any subreddit, to understand consumer trends

10. Glassdoor - Find out the truth about companies through employee reviews

11. Kanzhun — A Chinese version of Glassdoor (Chinese language)

12. Weibo - Get a sense of what locals think in China, or what the government-directed algorithm wants you to see

13. /sitemap.xml - Add this to the end of any URL to get a full-page directory of a particular website

14. App Annie - Daily rankings of Android or iOS apps for particular markets

15. SensorTower - Similar to App Annie, app ranking analytics

16. CamelCamelCamel - Understand the demand for particular products through prices on Amazon.com

17. StockX - Gauge second-hand prices for collectables

18. Social Blade - Social media analytics, including for Twitter and YouTube

19. Feedly RSS Reader - I use Feedly to monitor blogs and newspapers for updates, the paid version of US$6/month also enables you to search effectively across your monitored websites

20. LinkedIn - Understand recent personnel changes for the company you’re investigating

21. Listen Notes - Find a podcast that any individual has participated in

22. Flighttracker24 - Track the private jet of the CEO of the company you’re investigating to understand his or her priorities

23. Bloomberg - If you can afford it (US$2,300/month), there’s nothing like a Bloomberg machine to get the financial data you need

24. TIKR - An alternative to the Bloomberg terminal for US$15/month

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The best Asia Financial Twitter accounts

Follow me on Twitter @MikeFritzell if you haven’t already.

As for other follows, I have set up a list you can follow in one click. Just press here to access the list. I have included the following Twitter accounts:

1. Smartkarma - An institutional research platform focused on Asia and beyond

2. Stock Analysis Compilation - Summarizes stock ideas in fund letters

3. Capital Employed - Thailand-based interviewer and curator of investment content

4. Mark Mobius - Veteran emerging market investor now running a UK-based fund

5. Rodney Jones - Ex-Soros, runs macro shop Wigram out of Hong Kong / NZ

6. Cluseau Investments - Equal amount entertainment plus investing in global value

7. Undervalued Shares - Great source of unusual investment ideas globally

8. Inflation Hedge - Asia-based fund manager with a focus on broad macro trends

9. Travis Lundy - Event-focused investor writing on Smartkarma

10. Powellinverted - Posts macro takes that are consistently thoughtful

11. DaBao - Taiwan and Hong Kong value stock aficionado

12. East Asia Stock - Seoul-based value investor and Substack author

13. Clark Square Capital - Substack author, occasionally writes about Asian stocks

14. Pyramids & Pagodas - Team of two investors in Hong Kong writing a Substack

15. Altay Capital - Lover of Japanese deep-value stocks

16. Capital Valor - International investor with value discipline

17. Dede Eyesan - Young growth investor with many East Asian stock ideas

18. GlobalStockPick - Blogger and investor based in Hong Kong

19. Phil HK - Swede in Hong Kong who likes Hong Kong deep value stocks

20. Value Praya - Hong Kong based value investor

21. Arena Man Capital - Private investor in Hong Kong with full portfolio disclosure

22. Another Value Investor - Thoughtful value investor based in Hong Kong

23. SJH Value Investing - Austria-based value investor with plenty of HK picks

24. Bucephalus Research - Hong Kong-based forensic accountant with interesting takes on popular stocks

25. ਤਰਨਵੀਰ ਕਾਉਂਕੇ - Writes about Hong Kong small caps

26. Webb-site - The father of Hong Kong shareholder activism, David Webb

27. GMT Research - The most high-profile forensic accounting firm in Asia

28. Nigel Stevenson - Works for GMT Research in Hong Kong

29. GaveKal - One of the best macro research providers in Asia

30. Jam Invest - Blogger and investor with broad interests, including in Hong Kong

31. Graham Rhodes - Writes the Longriver blog, podcast and a global value fund

32. Edouard Mercier - Hong Kong-based hedge fund manager

33. Koneko Research - Real estate expert with interest in HK property developers

34. Investing in China - Mathematician now living in China, focusing on Chinese tech

35. Felix Wang - At HedgEye focusing on Chinese tech stocks

36. Alpha Exponent - China tech-focused investor

37. Fred Liu - New York-based growth stock investor focused on Chinese tech

38. Alex - Great insights on Chinese tech stocks

39. James Hull - China tech specialist

40. Hao Hong - Previous Head of Research at BoCom, prolific tweeter on China

41. Pandawatch - Tweets about Chinese equities

42. Shaghai Macro Strategist - Focus on Chinese macro with often surprising charts

43. China Beige Book - Tweets about China’s economy

44. Anne Stevenson-Yang - Short-seller and China bear

45. Bonitas Research - Texas-based short-seller often targeting Chinese companies

46. David Orr - Former poker player who runs a small hedge fund out of Asia

47. Myles - Australia-based value investor with the most unusual ideas I’ve ever seen

48. Find the Moat - Australia’s top investment blogger, still lurking around on Twitter

49. Lloyd Moffatt - Australian who knows a great deal about Southeast Asian stocks

50. Pon van Compernolle - Bangkok based fund manager with great ASEAN ideas

51. Daniel Wahl - Private investor based in Vietnam

52. Mattias Martinsson - Swede investing in frontier markets like Pakistan, Vietnam

53. Minority Report - Taiwan-based fund manager focused on frontier markets

54. Trader Ferg - Bali-based investor with interesting takes on the energy markets

55. Afiq Isa - Kuala Lumpur-based strategist and commentator

56. Farrer Wealth Advisors - Singapore-based fund with a related blog

57. Janeo - Value investor based in Singapore

58. Lyall Taylor - Singapore-based fund manager who’s taken a short break

59. Kean Chan - Singapore-based analyst who is consistently thoughtful

60. MacroValue - Singapore-based private investor with occasional Asian picks

61. 88888 Account - Singapore-based fund manager that mixes investing with humor

62. Bhaddhadon - Southeast Asia-based small-cap investor

63. Value Trapped - Shanghai & Singapore-based investor with great ideas

64. Ben Tan - Singapore-based analyst focused on Japanese and other Asian stocks

65. Leonid Mironov - UK-based fund manager with an Asian focus

66. Ace Global Value - European investor with a global focus

67. Gezzogero - German value investor with great ideas, including in Japan

68. The white tig3r - Luxembourg-based value investors focusing on HK/JP stocks

69. Will Thrower - Dubai-based investor now focused on growth stocks

70. Junheng Li - New York-based equity research analyst with a bearish bent

71. Russell Clark - London-based macro investor with often contrarian takes

72. Keith Smith - American fund manager at Bonhoeffer with great interest in Korea

73. Turtleneck - Tweets about Japanese equities

74. Rei Samuelsson Saito - Writes the blog KonichiValue, discussing Japan

75. Jake Barfield - American investor with a keen interest in Japanese equities

76. Astutex - Uses alt-data to find investment opportunities, including in Japan

77. Made in Japan - Focusing on Japanese small growth companies

78. Alex Sweet - Author of the Sweet Stocks Substack, with many Japanese ideas

79. CacheThatCheque - Japan dividend-focused investor

80. Will Schoebs - Focuses on Japanese value and tech stocks

81. Kenkyo Investing - Japan small-cap deep-value investor, unfortunately not active

82. Otto Oehring - The person writing the Substack Undervalued Japan

83. Kimchi Premium - Seoul-based investor

84. Tejus Sawjiani - Indian private investor

I apologize if I forgot any account. I will add more to this Twitter list as time goes on.

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I wish you all a great rest of the week.

Best regards,
Michael