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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
Compounding Curiosity - Kalani Scarott’s podcast interviewing individuals across the region
The Smartkarma Podcast - A podcast interviewing Smartkarma’s contributing authors
Analyse Asia - Bernard Leong’s podcast discussing current events
Asia Matters - Politics across the region
Asia Stream - Nikkei Asia’s new podcast
Deep Dive - Japan Times’ podcast giving a local perspective
Disrupting Japan - Entrepreneur Tim Romero discusses the Japanese start-up landscape
Nomura Podcasts - Nomura’s take on Japanese macroeconomics
China Tech Investor - Discussions about Chinese tech stocks
Asia Tech Strategy - Jeff Towson’s podcast about Asian tech stocks
ChinaTalk - Great set of guests on this China-focused podcast
Little Red Podcast - Discussions about Chinese politics
Chinese Whispers - The Spectator’s podcast on anything China-related
Indonesia In-Depth - A rare Indonesia-focused business podcast
Kopi Time - A podcast from Singapore bank DBS with Taimur Baig
The best research for Asian stocks
Value Investors Club - The best source of value-focused research anywhere, especially for US stocks
Smartkarma - Institutional-grade research from across Asia-Pacific
Variant Perception - One of my favourite macro research providers that’s data driven. Their analysts are exceptionally well-read.
Value Punks - An excellent new Substack that has an international focus but with two Asian ideas so far
Kenkyo Investing - The definitive blog on Japanese deep value small caps
New Vila Equity Research - high-quality research on Asian stocks from the US
Value Investing - ASEAN focused value stock Substack based out of Malaysia
DJY Research - An excellent research service for Asian growth / tech stocks
China Charts - A Substack with - you guessed it - thought-provoking charts
China Beige Book - On-the-ground surveys and analytics on Chinese macro
nipponNugget - Introduced me to Japanese small-cap high-flyers I had never heard about before
Emerging Markets and Value - Olivier Marz’s emerging markets-focused investing Substack
Tabbush Report - An excellent bank focused Substack, not many updates recently but reach out to Daniel if you need institutional-grade bank research
Global Stock Picking - Emerging market-focused blog based out of Hong Kong
Searching 4 Value - Germany-based international investor whose work I really enjoy reading. He also sends out links e-mails on a regular basis.
Chinese Characteristics - Lilian Li’s Chinese tech focused Substack
Koneko Research - Very high-quality Canadian blog on Chinese stocks and increasingly American REITs.
Minority Report - A blog focused on frontier markets. Michael McGaughy is passionate about corporate governance and an overall great guy.
Profit Hunting - Singapore blog with an interesting local perspective
Raper Capital - Jeremy is an excellent trader and has an eye for event-driven opportunities, living in Japan but has an international focus
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
The Value Pendulum - One of very few Asia focused research services out there, though he has shifted his focus to the United States recently
Undervalued Shares - Swen Lorenz’s research service on international stocks might provide the best value out there of any service out there
Webb-site.com - David Webb’s platform for information on Hong Kong stocks, including filings and news on stocks and individuals
Asian Century Stocks - This Substack is focused on value stocks in the Asia-Pacific, as you may well know
The best English language news sources
Nikkei Asia - A magazine with cross-Asian content
Taipei Times - Taiwan’s most professional news website
The Business Times - Singapore’s leading business publication
Bangkok Post - One of the best newspapers in Asia, period. Focus on Thailand
South China Morning Post - Hong Kong’s best newspaper, at least historically
Caixin - The best mainland Chinese business newspaper
The Jakarta Post - The leading English newspaper in Indonesia
Business Korea - South Korean English language business publication
The Edge Markets - My preferred source of information for Malaysian stocks
Business World - A leading business publication for the Philippines
The Economic Times - Business newspaper for India
Emerging World - Daily reporting from emerging markets
Dari Mulut ke Mulut - A politics-focused Substack focused on Southeast Asia
Asia Sentinel - thought-provoking news stories from around the region
Sinocism - Bill Bishop’s Substack is the definitive guide to Chinese elite politics
The best online tools I have come across
Twitter - I use Twitter to connect with other like-minded individuals and to search for information about obscure topics
Google Trends - Understand consumer trends through Google user search queries
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.
Naver Datalab - Similar to Google Trends but for Korean search engine Naver (Korean language)
Baidu Index - Similar to Google Trends but for Chinese search engine Baidu; has become difficult to access for overseas individuals however (Chinese language)
Visual Ping - Monitor website changes, for example, investor relations websites for new releases
Subredditstats.com - Find the relative rankings of any subreddit, to understand consumer trends
Glassdoor - Find out the truth about companies through employee reviews
Kanzhun — A Chinese version of Glassdoor (Chinese language)
Weibo - Get a sense of what locals think in China, or what the government-directed algorithm wants you to see
/sitemap.xml - Add this to the end of any URL to get a full-page directory of a particular website
App Annie - Daily rankings of Android or iOS apps for particular markets
SensorTower - Similar to App Annie, app ranking analytics
CamelCamelCamel - Understand the demand for particular products through prices on Amazon.com
StockX - Gauge second-hand prices for collectables
Social Blade - Social media analytics, including for Twitter and YouTube
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
LinkedIn - Understand recent personnel changes for the company you’re investigating
Listen Notes - Find a podcast that any individual has participated in
Flighttracker24 - Track the private jet of the CEO of the company you’re investigating to understand his or her priorities
Bloomberg - If you can afford it (US$2,300/month), there’s nothing like a Bloomberg machine to get the financial data you need
TIKR - An alternative to the Bloomberg terminal for US$15/month
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:
Danniel Tabbush - Asia bank analyst based in Thailand
nipponNuggets - Focused on Japanese high-flying growth stocks
Capital Valor - International investor with value discipline
Keith Smith - American fund manager at Bonhoeffer with great interest in Korea, among other countries
Trader Ferg - Bali-based investor with interesting takes on the energy markets
Janeo - International value investor
Bonitas Research - Texas-based short-seller often targeting Chinese companies
Michael Pettis - Peking University professor discussing China’s economy
Bucephalus Research - Hong Kong-based forensic accountant with interesting takes on popular stocks
Kenkyo Investing - Japan small-cap deep-value investor
CacheThatCheque - Japan dividend-focused investor
Fun-Manager - Hong Kong-based fund manager
GlobalStockPick - Blogger and investor based in Hong Kong
Travis Lundy - Event-focused investor writing on Smartkarma
Tao Value - Value investor with quarterly letters that I enjoy reading
Smartkarma - An institutional research platform focused on Asia
Ace Global Value - European investor with a global focus
Rodney Jones - Ex-Soros, runs macro shop Wigram out of Beijing
Koneko Research - Canadian value investor
James Hull - China tech specialist
baufinicaphaster - Anonymous account with great knowledge about stocks in the region
GMT Research - The most high-profile forensic accounting firm in Asia
Nigel Stevenson - Works for GMT Research in Hong Kong
Lyall Taylor - Singapore-based fund manager with his own blog
Fred Liu - New York-based growth stock investor focused on Chinese tech
Minority Report - Taiwan-based fund manager focused on frontier markets
Alex Haak - Great insights on Chinese tech stocks
China Beige Book - Tweets about China’s economy
Lloyd Moffatt - Australian focusing on Southeast Asian stocks
Russell Clark - London-based former hedge fund manager with contrarian takes on macro-related questions
Kean Chan - Singapore-based analyst who is consistently thoughtful
GaveKal - One of the best macro research houses in Asia
Junheng Li - New York-based equity research analyst, bearish bent
Will Schoebs - Japanese value stocks
Victor Shih - Professor focused on high-level Chinese politics
Webb-site - The personal account of Hong Kong corporate governance specialist David Webb
Sunil Beri - Hong Kong-based investor focused on macro and technical analysis
Hao Hong - Previous Head of Research at BoCom, prolific tweeter
Paul Gillis - An accounting professor in China who knows a lot about the legal issues of VIEs and other
SJH Value Investing - Austrian value investor with interest in the region
Anne Stevenson-Yang - Short-seller and China bear
Tejus Sawjiani - Indian private investor
The white tig3r - Luxembourg-based value investors focusing on HK/JP stocks
Will Thrower - Dubai-based investor focusing on innovative industries
Michael Dunne - An auto expert that spent many years in Asia
Kalani Scarott - Hosts the podcast Compounding Curiosity
Ben Tan - Prolific tweeter on Japanese and other Asian stocks
Kimchi Discount - Seoul-based investor
PhilHK - Hong Kong value investor
Otto Oehring - the person writing the Substack Undervalue Japan
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.
I wish you all a great rest of the week.
Best regards,
Michael
Resources for Asia-focused investors
Wow! Treasure Trove. Thank you!
One thing that bugs me is the Spotify links, I'd prefer actual podcast website or google podcast (since is it is free), but that's just me being selfish :)
Not sure if there is a podcast agregator that just gives an option to open in the prefered app.
Another resource that i have learnt of, basis your Monday links: Wickham Hill, their under the radar updates are quite interesting.