> ## Content Index
> Fetch the complete content index at: https://www.asiancenturystocks.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Resources for Asia-focused investors
- URL: https://www.asiancenturystocks.com/resources-for-asia-focused-investors/
- Published: 2022-01-12T01:35:46.000Z
- Updated: 2026-04-19T14:33:49.000Z
- Description: A list of the best resources available for investors in the region
- Author: Michael Fritzell
- Tags: Thematic reports, #substack, #substack-type-newsletter, #substack-access-only_paid, #Import 2025-09-30 17:18

Our friends at [The Bear Cave](https://thebearcave.substack.com/p/a-hedge-fund-analyst-christmas-list) 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:

![](https://storage.ghost.io/c/2c/05/2c053c06-80c0-447b-904b-e324017b1293/content/images/public/images/5095041e-ffb7-4a08-a5fc-b923fd534f51_826x552.png)

# The best podcasts in Asia

1. [Analyse Asia](https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl?si=2aa4e0ff2d664e68&ref=asiancenturystocks.com) \- Bernard Leong’s podcast discussing current events
2. [Asia Matters](https://open.spotify.com/show/082TzXLKRDY5ZbW0KRlalC?si=b8c0820a23e642af&ref=asiancenturystocks.com) \- Politics across the region
3. [Deep Dive](https://open.spotify.com/show/5NeYScUHvCt72YNGREbSz1?si=0464cc38e1364ae7&ref=asiancenturystocks.com) \- Japan Times’ podcast giving a local perspective
4. [Disrupting Japan](https://open.spotify.com/show/5dvej4k7KBhB6xgubezW3o?si=da0b2ba1703945b2&ref=asiancenturystocks.com) \- Entrepreneur Tim Romero discusses the Japanese start-up landscape
5. [Nomura Podcasts](https://open.spotify.com/show/7cPWOxfkyb1i8uffx13GDz?si=3c2b78965a974641&ref=asiancenturystocks.com) \- Nomura’s take on Japanese macroeconomics
6. [Under the Banyan Tree](https://open.spotify.com/show/5veo00dg05vlRiH0vS2vBf?si=bbfeb00808464515&ref=asiancenturystocks.com) \- HSBC’s Herald van der Linde’s podcast
7. [ChinaTalk](https://open.spotify.com/show/448WaJhgJGJKnQ3HCE2EBa?si=b2f1032cca384e03&ref=asiancenturystocks.com) \- Great set of guests on this China-focused podcast
8. [Little Red Podcast](https://open.spotify.com/show/0KvIeZiJQDicgY4QPOlWiY?si=45ee2765d1104a1c&ref=asiancenturystocks.com) \- Discussions about Chinese politics
9. [Chinese Whispers](https://open.spotify.com/show/601xhi07tvFOfdPc16qp0Q?si=9cdd4e91753841ba&ref=asiancenturystocks.com) \- The Spectator’s podcast on anything China-related
10. [Asianometry](https://www.youtube.com/@Asianometry?ref=asiancenturystocks.com) \- Great YouTube channel on semiconductors & Asian topics
11. [Sharp China](https://open.spotify.com/show/4PGk72vZmL2uHwUB8Yqssk?si=464992363ecb44e9&ref=asiancenturystocks.com) \- Bill Bishop’s podcast
12. [Drum Tower](https://open.spotify.com/show/1UWf6NmSmpqcehsYGkcGjh?si=bb7d625ce5724125&ref=asiancenturystocks.com) \- The Economist’s David Rennie’s China-focused podcast
13. [Equity Mates](https://open.spotify.com/show/2ZzAxuxFmQ1U78pL3RMxns?si=b4a6389dda4f4927&ref=asiancenturystocks.com) \- Great podcast for Australian equities coverage
14. [Kopi Time](https://open.spotify.com/show/744SIGF5w2rPSdMwzpvjJL?si=8ec48cb1ef234e03&ref=asiancenturystocks.com) \- A podcast from Singapore bank DBS with Taimur Baig

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# **The best Asia research sources**

1. [Value Investors Club](https://valueinvestorsclub.com/?ref=asiancenturystocks.com) \- The best source of value-focused research anywhere, especially for US stocks
2. [Smartkarma](https://www.smartkarma.com/?ref=asiancenturystocks.com) \- Institutional-grade research from across Asia-Pacific
3. [Offpiste Investing](https://offpisteinvesting.com/?ref=asiancenturystocks.com) \- The best curation email for Asia, bar none
4. [East Asia Stocks](https://www.eastasiastocks.com/?ref=asiancenturystocks.com) \- An excellent new Substack with an international focus
5. [China Charts](https://www.realchinacharts.com/?ref=asiancenturystocks.com) \- A Substack with - you guessed it - thought-provoking charts
6. [China Beige Book](https://www.chinabeigebook.com/?ref=asiancenturystocks.com) \- On-the-ground surveys and analytics on Chinese macro
7. [Sweet Stocks](https://sweetstocks.substack.com/) \- UK-based investor writing about Japanese stocks and more
8. [Praya’s Substack](https://prayavalue.substack.com/p/left-field-printing-hkex1540) \- Value Praya’s Substack, focusing on Hong Kong small-caps
9. [Superfluous Value](https://superfluousvalue.substack.com/) \- Guy Davis’s Substack on global value stocks
10. [One Foot Hurdle](https://1foothurdle.substack.com/) \- DaBao’s Substack where he writes about Taiwan / HK stocks
11. [Investing in China](https://investinginchina.substack.com/) \- New Substack focusing on Chinese tech stocks
12. [Value Zoomer](https://valuezoomer.substack.com/) \- Myles Kuah’s Substack focus on oddball Asian micro-caps
13. [Pyramids & Pagodas](https://www.pyramidsandpagodas.com/?ref=asiancenturystocks.com) \- Great Hong Kong-based Substack discussing value stocks
14. [Asia Value & Moat Stocks](https://seekingalpha.com/checkout/mp%5F566?source=content%5Ftype%3Aall%7Cfirst%5Flevel%5Furl%3Aauthor%7Csection%3Aprofile%5Fpage%5Fauthor%7Csection%5Fasset%3Aprofile%5Fpage%5Fauthor%5Fheader%7Cauthor%5Fid%3A39591%7Cauthor%5Fslug%3Athe-value-pendulum) \- My favorite subscription service on Seeking Alpha
15. [Healthy Stock Picks](https://www.healthystockpicks.com/?ref=asiancenturystocks.com) \- New Substack discussing medtech, including in Asia
16. [Oriental Value](https://orientalvalue.substack.com/) \- Written by a group of Hong Kong-based value investors
17. [Jam Invest](https://jaminvest.substack.com/) \- Has written a great deal about Hong Kong stocks lately
18. [Made in Japan](https://madeinjapan.substack.com/) \- Great Substack focusing on small Japanese growth stocks
19. [Emerging Markets and Value](https://emergingvalue.substack.com/) \- Olivier Marz’s EM-focused investing Substack
20. [Kenkyo Investing](https://www.kenkyoinvesting.com/?ref=asiancenturystocks.com) \- The definitive blog on Japanese deep value small caps
21. [Value Investing](https://valueinvesting.substack.com/) \- ASEAN-focused value stock Substack based out of Malaysia
22. [Global Stock Picking](http://www.globalstockpicking.com/?ref=asiancenturystocks.com) \- Emerging market-focused blog based out of Hong Kong
23. [Searching 4 Value](https://searching4value.wordpress.com/?ref=asiancenturystocks.com) \- Germany-based international investor whose work I enjoy
24. [Koneko Research](https://konekoresearch.com/?ref=asiancenturystocks.com) \- High-quality blog on real estate and Hong Kong equities
25. [Minority Report](http://michaelmcgaughy.blogspot.com/?ref=asiancenturystocks.com) \- A blog focused on frontier markets. Michael McGaughy is passionate about corporate governance and an overall great guy.
26. [Continuous Compounding](https://continuouscompounding.substack.com/) \- Writes about Japanese stocks occasionally
27. [Hurdle Rate](https://hurdlerate.substack.com/) \- Writes about professional services companies in Australia, beyond
28. [Profit Hunting](http://profithunting.blogspot.com/?ref=asiancenturystocks.com) \- Singapore blog with an interesting local perspective
29. [Thai Capitalist](https://www.thaicapitalist.com/?ref=asiancenturystocks.com) \- 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](https://www.undervalued-shares.com/?ref=asiancenturystocks.com) \- Swen Lorenz’s research service on international stocks might provide the best value out there of any service out there
31. [Webb-site.com](https://webb-site.com/?ref=asiancenturystocks.com) \- David Webb’s platform for information on Hong Kong stocks, including filings and news on stocks and individuals
32. [Asian Century Stocks](https://www.asiancenturystocks.com/b101bb14) \- Outstanding Substack focused on Asian value stocks 😉

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---

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# Asia investor letters worth following

1. [Apollo Investment](https://www.apolloinvestment.com/features.htm?ref=asiancenturystocks.com) \- Where Claire Barnes publishes her monthly letters
2. [Asia Frontier Capital](https://www.asiafrontiercapital.com/?ref=asiancenturystocks.com) \- Focuses on frontier markets such as Uzbekistan, Vietnam
3. [Auscap](https://www.auscapam.com/monthly-newsletters/?ref=asiancenturystocks.com) \- Australia-focused fund with monthly letters
4. [AVI Japan Opportunity Trust](https://www.assetvalueinvestors.com/monthly-newsletters/?filter=ajot&ref=asiancenturystocks.com) \- Japan focused activist fund run by UK’s AVI
5. [Baillie Gifford Japan Trust](https://www.bailliegifford.com/en/uk/individual-investors/funds/baillie-gifford-japan-trust/?ref=asiancenturystocks.com#Insights) \- Growth-focused Japan fund
6. [Bireme](https://www.biremecapital.com/blog?ref=asiancenturystocks.com) \- Poker player Evan Tindell’s fund that invests in Japan
7. [Bronte Capital](https://www.brontecapital.com/partners-letters?ref=asiancenturystocks.com) \- John Hempton’s Sydney-based long/short fund
8. [Bonhoeffer Capital Management](https://lettersandreviews.blogspot.com/p/1st-quarter-2024.html?ref=asiancenturystocks.com) \- Keith Smith’s global value hedge fund
9. [East72 Dynasty Trust](https://east72.com.au/quarterly-reports/?ref=asiancenturystocks.com) \- Andrew Brown’s value fund focusing on global equities
10. [Forager](https://www.foragerfunds.com/reports?ref=asiancenturystocks.com) \- Sydney-based fund manager focusing on value stocks in Australia / int’l
11. [Harding Loevner EM Equity Fund](https://www.hardingloevner.com/ways-to-invest/us-mutual-funds/emerging-markets-portfolio/?ref=asiancenturystocks.com) \- Conventional mutual fund with monthly letters
12. [Kathmandu Capital](https://kathmandu-partners.com/projects?ref=asiancenturystocks.com) \- Value fund focusing on Asian equities
13. [Kerrisdale](https://www.kerrisdalecap.com/blog/?ref=asiancenturystocks.com) \- US long/short fund occasionally writes about Asian equities
14. [Longriver](https://www.longriverinv.com/thought?ref=asiancenturystocks.com) \- Global hedge fund run by Hong Kong-based Graham Rhodes
15. [Mobius Capital Partners](https://www.mobiuscapitalpartners.com/fund?ref=asiancenturystocks.com) \- Mark Mobius’s new EM fund after he quit Templeton
16. [Oasis Management](https://oasiscm.com/category/engagement-campaigns/?ref=asiancenturystocks.com) \- Activist investor focused primarily on Japan
17. [OAM Asian Recovery Fund](https://oam.com.ky/?ref=asiancenturystocks.com#OAMASRI) \- Cayman-based fund run by Desmond Kinch
18. [Pangolin Asia Fund](https://www.pangolinfund.com/newsletters/pangolin-asia-fund/?ref=asiancenturystocks.com) \- Singapore-based value fund
19. [Ross & Van Compernolle](https://www.rossvancompernolle.com/document/musings?ref=asiancenturystocks.com) \- Bangkok-based fund focused on ASEAN equities
20. [Scottish Oriental Smaller Companies](https://www.scottishoriental.com/soscot/price-and-documents/documents-factsheets.html?ref=asiancenturystocks.com) \- Small-cap fund with large focus on Asia
21. [Seraya Investment](https://serayainvestment.substack.com/) \- Singapore-based fund, which now has its own Substack
22. [Vietnam Holdings](https://www.vietnamholding.com/investors/library/?ref=asiancenturystocks.com) \- Closed-end fund with great commentary on Vietnam
23. [Weiss Korea Opportunity Fund](https://www.weisskoreaopportunityfund.com/cgi-bin/investors/documents.pl?AGREE=1&ref=asiancenturystocks.com) \- Invests in Korean preference shares

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# The best English language news sources

1. [Nikkei Asia](https://asia.nikkei.com/?ref=asiancenturystocks.com) \- A magazine with cross-Asian content
2. [Taipei Times](http://www.taipeitimes.com/?ref=asiancenturystocks.com) \- Taiwan’s most professional news website
3. [The Business Times](https://www.businesstimes.com.sg/?ref=asiancenturystocks.com) \- Singapore’s leading business publication
4. [Bangkok Post](https://www.bangkokpost.com/?ref=asiancenturystocks.com) \- One of the best newspapers in Asia, period. Focus on Thailand
5. [South China Morning Post](https://www.scmp.com/?ref=asiancenturystocks.com) \- Hong Kong’s best newspaper, at least historically
6. [Caixin](https://www.caixinglobal.com/?ref=asiancenturystocks.com) \- The best mainland Chinese business newspaper
7. [The Jakarta Post](https://www.thejakartapost.com/?ref=asiancenturystocks.com) \- The leading English newspaper in Indonesia
8. [Business Korea](http://www.businesskorea.co.kr/?ref=asiancenturystocks.com) \- South Korean English language business publication
9. [The Edge Markets](https://www.theedgemarkets.com/?ref=asiancenturystocks.com) \- My preferred source of information for Malaysian stocks
10. [Business World](https://www.bworldonline.com/?ref=asiancenturystocks.com) \- A leading business publication for the Philippines
11. [The Economic Times](https://economictimes.indiatimes.com/?ref=asiancenturystocks.com) \- Business newspaper for India
12. [Emerging World](https://eworld.substack.com/) \- Daily reporting from emerging markets
13. [Dari Mulut ke Mulut](https://darimulut.substack.com/) \- A politics-focused Substack focused on Southeast Asia
14. [Asia Sentinel](https://www.asiasentinel.com/?ref=asiancenturystocks.com) \- thought-provoking news stories from around the region
15. [Sinocism](https://sinocism.com/?ref=asiancenturystocks.com) \- 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](https://www.perplexity.ai/?ref=asiancenturystocks.com) \- My favorite generative AI tool
2. [TIKR](https://www.tikr.com/?ref=asiancenturystocks.com) \- Financial data for companies across Asia at a reasonable price
3. [Twitter](https://twitter.com/home?ref=asiancenturystocks.com) \- I use Twitter to connect with other like-minded individuals and to search for information about obscure topics
4. [Google Trends](http://trends.google.com/?ref=asiancenturystocks.com) \- Understand consumer trends through Google user search queries
5. [Quartr](https://quartr.com/?ref=asiancenturystocks.com) \- Great app for listening to conference calls and reading their transcripts
6. [Naver Datalab](https://datalab.naver.com/?ref=asiancenturystocks.com) \- Similar to Google Trends but for Korean search engine Naver (Korean language)
7. [Baidu Index](http://index.baidu.com/?ref=asiancenturystocks.com) \- Similar to Google Trends but for Chinese search engine Baidu; has become difficult to access for overseas individuals however (Chinese language)
8. [Visual Ping](https://visualping.io/?ref=asiancenturystocks.com) \- Monitor website changes, for example, investor relations websites for new releases
9. [Subredditstats.com](https://subredditstats.com/?ref=asiancenturystocks.com) \- Find the relative rankings of any subreddit, to understand consumer trends
10. [Glassdoor](https://www.glassdoor.com/?ref=asiancenturystocks.com) \- Find out the truth about companies through employee reviews
11. [Kanzhun](https://www.kanzhun.com/?ref=asiancenturystocks.com) — A Chinese version of Glassdoor (Chinese language)
12. [Weibo](https://weibo.com/?ref=asiancenturystocks.com) \- Get a sense of what locals think in China, or what the government-directed algorithm wants you to see
13. [/sitemap.xml](https://www.asiancenturystocks.com/content/files/sitemap.xml) \- Add this to the end of any URL to get a full-page directory of a particular website
14. [App Annie](https://www.appannie.com/en/?ref=asiancenturystocks.com) \- Daily rankings of Android or iOS apps for particular markets
15. [SensorTower](https://sensortower.com/?ref=asiancenturystocks.com) \- Similar to App Annie, app ranking analytics
16. [CamelCamelCamel](https://camelcamelcamel.com/?ref=asiancenturystocks.com) \- Understand the demand for particular products through prices on Amazon.com
17. [StockX](http://stockx.com/?ref=asiancenturystocks.com) \- Gauge second-hand prices for collectables
18. [Social Blade](https://socialblade.com/?ref=asiancenturystocks.com) \- Social media analytics, including for Twitter and YouTube
19. [Feedly RSS Reader](https://feedly.com/?ref=asiancenturystocks.com) \- 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](https://www.linkedin.com/?ref=asiancenturystocks.com) \- Understand recent personnel changes for the company you’re investigating
21. [Listen Notes](https://www.listennotes.com/?ref=asiancenturystocks.com) \- Find a podcast that any individual has participated in
22. [Flighttracker24](http://flighttracker24.com/?ref=asiancenturystocks.com) \- Track the private jet of the CEO of the company you’re investigating to understand his or her priorities
23. [Bloomberg](https://www.bloomberg.com/professional/solution/bloomberg-terminal/?ref=asiancenturystocks.com) \- 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](https://tikr.com/?ref=asiancenturystocks.com) \- 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](https://x.com/MikeFritzell?ref=asiancenturystocks.com) 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](https://x.com/smartkarma?ref=asiancenturystocks.com) \- An institutional research platform focused on Asia and beyond
2. [Stock Analysis Compilation](https://x.com/StockCompil?ref=asiancenturystocks.com) \- Summarizes stock ideas in fund letters
3. [Capital Employed](https://x.com/capitalemployed?ref=asiancenturystocks.com) \- Thailand-based interviewer and curator of investment content
4. [Mark Mobius](https://x.com/MarkMobiusReal?ref=asiancenturystocks.com) \- Veteran emerging market investor now running a UK-based fund
5. [Rodney Jones](https://x.com/rodneyatwigram?ref=asiancenturystocks.com) \- Ex-Soros, runs macro shop Wigram out of Hong Kong / NZ
6. [Cluseau Investments](https://x.com/blondesnmoney?ref=asiancenturystocks.com) \- Equal amount entertainment plus investing in global value
7. [Undervalued Shares](https://x.com/uv%5Fshares?ref=asiancenturystocks.com) \- Great source of unusual investment ideas globally
8. [Inflation Hedge](https://x.com/InflationX?ref=asiancenturystocks.com) \- Asia-based fund manager with a focus on broad macro trends
9. [Travis Lundy](https://x.com/travislundyasia?ref=asiancenturystocks.com) \- Event-focused investor writing on Smartkarma
10. [Powellinverted](https://x.com/Powellinverted?ref=asiancenturystocks.com) \- Posts macro takes that are consistently thoughtful
11. [DaBao](https://x.com/DaBao%5F?ref=asiancenturystocks.com) \- Taiwan and Hong Kong value stock aficionado
12. [East Asia Stock](https://x.com/EastAsiaStocks?ref=asiancenturystocks.com) \- Seoul-based value investor and Substack author
13. [Clark Square Capital](https://x.com/ClarkSquareCap?ref=asiancenturystocks.com) \- Substack author, occasionally writes about Asian stocks
14. [Pyramids & Pagodas](https://x.com/Decipherintl?ref=asiancenturystocks.com) \- Team of two investors in Hong Kong writing a Substack
15. [Altay Capital](https://x.com/AltayCapital?ref=asiancenturystocks.com) \- Lover of Japanese deep-value stocks
16. [Capital Valor](https://twitter.com/CapitalValor?ref=asiancenturystocks.com) \- International investor with value discipline
17. [Dede Eyesan](https://x.com/dede%5Feyesan?ref=asiancenturystocks.com) \- Young growth investor with many East Asian stock ideas
18. [GlobalStockPick](https://x.com/GlobalStockPick?ref=asiancenturystocks.com) \- Blogger and investor based in Hong Kong
19. [Phil HK](https://x.com/phil%5Fhk?ref=asiancenturystocks.com) \- Swede in Hong Kong who likes Hong Kong deep value stocks
20. [Value Praya](https://x.com/ValuePraya?ref=asiancenturystocks.com) \- Hong Kong based value investor
21. [Arena Man Capital](https://x.com/ArenaManCapital?ref=asiancenturystocks.com) \- Private investor in Hong Kong with full portfolio disclosure
22. [Another Value Investor](https://x.com/RecoveryTrade?ref=asiancenturystocks.com) \- Thoughtful value investor based in Hong Kong
23. [SJH Value Investing](https://x.com/SJHvalueinvest?ref=asiancenturystocks.com) \- Austria-based value investor with plenty of HK picks
24. [Bucephalus Research](https://x.com/BucephResearch?ref=asiancenturystocks.com) \- Hong Kong-based forensic accountant with interesting takes on popular stocks
25. [ਤਰਨਵੀਰ ਕਾਉਂਕੇ](https://x.com/taranvirkaonke?ref=asiancenturystocks.com) \- Writes about Hong Kong small caps
26. [Webb-site](https://x.com/webbhk?ref=asiancenturystocks.com) \- The father of Hong Kong shareholder activism, David Webb
27. [GMT Research](https://x.com/GMTResearch?ref=asiancenturystocks.com) \- The most high-profile forensic accounting firm in Asia
28. [Nigel Stevenson](https://x.com/discountinvestr?ref=asiancenturystocks.com) \- Works for GMT Research in Hong Kong
29. [GaveKal](https://x.com/Gavekal?ref=asiancenturystocks.com) \- One of the best macro research providers in Asia
30. [Jam Invest](https://x.com/Jam%5Finvest?ref=asiancenturystocks.com) \- Blogger and investor with broad interests, including in Hong Kong
31. [Graham Rhodes](https://x.com/longriver%5Fhk?ref=asiancenturystocks.com) \- Writes the Longriver blog, podcast and a global value fund
32. [Edouard Mercier](https://x.com/edascender?ref=asiancenturystocks.com) \- Hong Kong-based hedge fund manager
33. [Koneko Research](https://x.com/KonekoResearch?ref=asiancenturystocks.com) \- Real estate expert with interest in HK property developers
34. [Investing in China](https://x.com/investingichina?ref=asiancenturystocks.com) \- Mathematician now living in China, focusing on Chinese tech
35. [Felix Wang](https://x.com/HedgeyeTech?ref=asiancenturystocks.com) \- At HedgEye focusing on Chinese tech stocks
36. [Alpha Exponent](https://x.com/AlphaExponent?ref=asiancenturystocks.com) \- China tech-focused investor
37. [Fred Liu](https://x.com/HaydenCapital?ref=asiancenturystocks.com) \- New York-based growth stock investor focused on Chinese tech
38. [Alex](https://x.com/Badpak?ref=asiancenturystocks.com) \- Great insights on Chinese tech stocks
39. [James Hull](https://x.com/jameshullx?ref=asiancenturystocks.com) \- China tech specialist
40. [Hao Hong](https://x.com/HAOHONG%5FCFA?ref=asiancenturystocks.com) \- Previous Head of Research at BoCom, prolific tweeter on China
41. [Pandawatch](https://x.com/pandawatch88?ref=asiancenturystocks.com) \- Tweets about Chinese equities
42. [Shaghai Macro Strategist](https://x.com/ShanghaiMacro?ref=asiancenturystocks.com) \- Focus on Chinese macro with often surprising charts
43. [China Beige Book](https://x.com/ChinaBeigeBook?ref=asiancenturystocks.com) \- Tweets about China’s economy
44. [Anne Stevenson-Yang](https://x.com/doumenzi?ref=asiancenturystocks.com) \- Short-seller and China bear
45. [Bonitas Research](https://x.com/BonitasResearch?ref=asiancenturystocks.com) \- Texas-based short-seller often targeting Chinese companies
46. [David Orr](https://x.com/orrdavid?ref=asiancenturystocks.com) \- Former poker player who runs a small hedge fund out of Asia
47. [Myles](https://x.com/finphysnerd?ref=asiancenturystocks.com) \- Australia-based value investor with the most unusual ideas I’ve ever seen
48. [Find the Moat](https://x.com/findthemoat?ref=asiancenturystocks.com) \- Australia’s top investment blogger, still lurking around on Twitter
49. [Lloyd Moffatt](https://x.com/koala%5Fcapital?ref=asiancenturystocks.com) \- Australian who knows a great deal about Southeast Asian stocks
50. [Pon van Compernolle](https://x.com/gvancomp?ref=asiancenturystocks.com) \- Bangkok based fund manager with great ASEAN ideas
51. [Daniel Wahl](https://x.com/daniel3point0?ref=asiancenturystocks.com) \- Private investor based in Vietnam
52. [Mattias Martinsson](https://x.com/Tundra%5FCIO?ref=asiancenturystocks.com) \- Swede investing in frontier markets like Pakistan, Vietnam
53. [Minority Report](https://x.com/MichaelMcGaughy?ref=asiancenturystocks.com) \- Taiwan-based fund manager focused on frontier markets
54. [Trader Ferg](https://x.com/trader%5Fferg?ref=asiancenturystocks.com) \- Bali-based investor with interesting takes on the energy markets
55. [Afiq Isa](https://x.com/pelabursaham?ref=asiancenturystocks.com) \- Kuala Lumpur-based strategist and commentator
56. [Farrer Wealth Advisors](https://x.com/FarrerWealth?ref=asiancenturystocks.com) \- Singapore-based fund with a related blog
57. [Janeo](https://x.com/janeo1934?ref=asiancenturystocks.com) \- Value investor based in Singapore
58. [Lyall Taylor](https://x.com/LT3000Lyall?ref=asiancenturystocks.com) \- Singapore-based fund manager who’s taken a short break
59. [Kean Chan](https://x.com/keanferdy?ref=asiancenturystocks.com) \- Singapore-based analyst who is consistently thoughtful
60. [MacroValue](https://x.com/pradeeepk?ref=asiancenturystocks.com) \- Singapore-based private investor with occasional Asian picks
61. [88888 Account](https://x.com/88888sAccount?ref=asiancenturystocks.com) \- Singapore-based fund manager that mixes investing with humor
62. [Bhaddhadon](https://x.com/bhaddhadon?ref=asiancenturystocks.com) \- Southeast Asia-based small-cap investor
63. [Value Trapped](https://x.com/TheLongHappy?ref=asiancenturystocks.com) \- Shanghai & Singapore-based investor with great ideas
64. [Ben Tan](https://x.com/bentan%5F%5F?ref=asiancenturystocks.com) \- Singapore-based analyst focused on Japanese and other Asian stocks
65. [Leonid Mironov](https://x.com/leomironov?ref=asiancenturystocks.com) \- UK-based fund manager with an Asian focus
66. [Ace Global Value](https://x.com/aceglobalvalue?ref=asiancenturystocks.com) \- European investor with a global focus
67. [Gezzogero](https://x.com/gezzogero?ref=asiancenturystocks.com) \- German value investor with great ideas, including in Japan
68. [The white tig3r](https://twitter.com/the%5Fwhite%5Ftig3r?ref=asiancenturystocks.com) \- Luxembourg-based value investors focusing on HK/JP stocks
69. [Will Thrower](https://x.com/WillThrower3?ref=asiancenturystocks.com) \- Dubai-based investor now focused on growth stocks
70. [Junheng Li](https://x.com/Junheng%5FLi?ref=asiancenturystocks.com) \- New York-based equity research analyst with a bearish bent
71. [Russell Clark](https://x.com/rampagingruss?ref=asiancenturystocks.com) \- London-based macro investor with often contrarian takes
72. [Keith Smith](https://x.com/Bonhoeffer%5FKDS?ref=asiancenturystocks.com) \- American fund manager at Bonhoeffer with great interest in Korea
73. [Turtleneck](https://x.com/Slowlearnerr?ref=asiancenturystocks.com) \- Tweets about Japanese equities
74. [Rei Samuelsson Saito](https://x.com/konichivalue?ref=asiancenturystocks.com) \- Writes the blog KonichiValue, discussing Japan
75. [Jake Barfield](https://x.com/Jake%5F%5F%5FBarfield?ref=asiancenturystocks.com) \- American investor with a keen interest in Japanese equities
76. [Astutex](https://x.com/AstutexAiAlerts?ref=asiancenturystocks.com) \- Uses alt-data to find investment opportunities, including in Japan
77. [Made in Japan](https://x.com/InvestInJapan?ref=asiancenturystocks.com) \- Focusing on Japanese small growth companies
78. [Alex Sweet](https://x.com/sweetstocksblog?ref=asiancenturystocks.com) \- Author of the Sweet Stocks Substack, with many Japanese ideas
79. [CacheThatCheque](https://x.com/CacheThatCheque?ref=asiancenturystocks.com) \- Japan dividend-focused investor
80. [Will Schoebs](https://x.com/willschoebs?ref=asiancenturystocks.com) \- Focuses on Japanese value and tech stocks
81. [Kenkyo Investing](https://x.com/kenkyoinvesting?ref=asiancenturystocks.com) \- Japan small-cap deep-value investor, unfortunately not active
82. [Otto Oehring](https://x.com/Otone821?ref=asiancenturystocks.com) \- The person writing the Substack Undervalued Japan
83. [Kimchi Premium](https://x.com/cafetero7878?ref=asiancenturystocks.com) \- Seoul-based investor
84. [Tejus Sawjiani](https://x.com/tejus%5Fsawjiani?ref=asiancenturystocks.com) \- Indian private investor

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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