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.

Here are the best resources that I’ve been able to identify for you:

The best podcasts in Asia

1. Compounding Curiosity - Kalani Scarott’s podcast interviewing individuals across the region

2. The Smartkarma Podcast - A podcast interviewing Smartkarma’s contributing authors

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

4. Asia Matters - Politics across the region

5. Asia Stream - Nikkei Asia’s new podcast

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

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

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

9. China Tech Investor - Discussions about Chinese tech stocks

10. Asia Tech Strategy - Jeff Towson’s podcast about Asian tech stocks

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

12. Little Red Podcast - Discussions about Chinese politics

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

14. Indonesia In-Depth - A rare Indonesia-focused business podcast

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

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The best research for Asian stocks

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. Variant Perception - One of my favourite macro research providers that’s data driven. Their analysts are exceptionally well-read.

4. Value Punks - An excellent new Substack that has an international focus but with two Asian ideas so far

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

6. New Vila Equity Research - high-quality research on Asian stocks from the US

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

8. DJY Research - An excellent research service for Asian growth / tech stocks

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

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

11. nipponNugget - Introduced me to Japanese small-cap high-flyers I had never heard about before

12. Emerging Markets and Value - Olivier Marz’s emerging markets-focused investing Substack

13. Tabbush Report - An excellent bank focused Substack, not many updates recently but reach out to Daniel if you need institutional-grade bank research

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

15. Searching 4 Value - Germany-based international investor whose work I really enjoy reading. He also sends out links e-mails on a regular basis.

16. Chinese Characteristics - Lilian Li’s Chinese tech focused Substack

17. Koneko Research - Very high-quality Canadian blog on Chinese stocks and increasingly American REITs.

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

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

20. Raper Capital - Jeremy is an excellent trader and has an eye for event-driven opportunities, living in Japan but has an international focus

21. 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

22. The Value Pendulum - One of very few Asia focused research services out there, though he has shifted his focus to the United States recently

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

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

25. Asian Century Stocks - This Substack is focused on value stocks in the Asia-Pacific, as you may well know

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

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

3. Alexa - My go-to platform for website traffic analytics, costs US$79/month but will, unfortunately, shut down by May 2022. Similarweb might be an alternative, though it is significantly more expensive.

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

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

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

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

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

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

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

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

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

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

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

15. StockX - Gauge second-hand prices for collectables

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

17. 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

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

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

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

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

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

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The best Twitter accounts for Asian stocks

Follow me on Twitter @Fritz844 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. Danniel Tabbush - Asia bank analyst based in Thailand

2. nipponNuggets - Focused on Japanese high-flying growth stocks

3. Capital Valor - International investor with value discipline

4. Keith Smith - American fund manager at Bonhoeffer with great interest in Korea, among other countries

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

6. Janeo - International value investor

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

8. Michael Pettis - Peking University professor discussing China’s economy

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

10. Kenkyo Investing - Japan small-cap deep-value investor

11. CacheThatCheque - Japan dividend-focused investor

12. Fun-Manager - Hong Kong-based fund manager

13. GlobalStockPick - Blogger and investor based in Hong Kong

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

15. Tao Value - Value investor with quarterly letters that I enjoy reading

16. Smartkarma - An institutional research platform focused on Asia

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

18. Rodney Jones - Ex-Soros, runs macro shop Wigram out of Beijing

19. Koneko Research - Canadian value investor

20. James Hull - China tech specialist

21. baufinicaphaster - Anonymous account with great knowledge about stocks in the region

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

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

24. Lyall Taylor - Singapore-based fund manager with his own blog

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

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

27. Alex Haak - Great insights on Chinese tech stocks

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

29. Lloyd Moffatt - Australian focusing on Southeast Asian stocks

30. Russell Clark - London-based former hedge fund manager with contrarian takes on macro-related questions

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

32. GaveKal - One of the best macro research houses in Asia

33. Junheng Li - New York-based equity research analyst, bearish bent

34. Will Schoebs - Japanese value stocks

35. Victor Shih - Professor focused on high-level Chinese politics

36. Webb-site - The personal account of Hong Kong corporate governance specialist David Webb

37. Sunil Beri - Hong Kong-based investor focused on macro and technical analysis

38. Hao Hong - Previous Head of Research at BoCom, prolific tweeter

39. Paul Gillis - An accounting professor in China who knows a lot about the legal issues of VIEs and other

40. SJH Value Investing - Austrian value investor with interest in the region

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

42. Tejus Sawjiani - Indian private investor

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

44. Will Thrower - Dubai-based investor focusing on innovative industries

45. Michael Dunne - An auto expert that spent many years in Asia

46. Kalani Scarott - Hosts the podcast Compounding Curiosity

47. Ben Tan - Prolific tweeter on Japanese and other Asian stocks

48. Kimchi Discount - Seoul-based investor

49. PhilHK - Hong Kong value investor

50. Otto Oehring - the person writing the Substack Undervalue Japan

51. Mrs. Fuji - Anonymous account focusing on cheap Japanese stocks

I apologise 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