Welcome! My goal is to add value to your research in East Asian stocks (Japan, Greater China, and Korean markets).

What readers can expect:

  • Exclusive content: 30+ meticulously researched articles per year, offering unique perspectives on East Asian equities.

  • In-depth analysis on companies that often lack English language coverage, providing insights rarely found elsewhere.

  • Institutional-grade research which educates, informs, and helps readers build conviction.

Sample writing: Check out our popular Japanese Trading Companies series - You can read Part 1 by clicking here.

Who we serve: Portfolio Managers and Analysts at leading hedge funds, long-only managers, private equity funds, venture capital, and other institutions.

Whether you are completely new to the East Asian markets, or an experienced investor in the region looking to build more conviction on stocks that you already know and follow, this newsletter will be an invaluable resource for you!

About the author

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Hello, I'm Daye Deng. A University of Toronto alumnus (B.Sc. 2012) and a CFA Charterholder (2016), I bring 12 years of expertise in Asian equities to the table.

My career has taken me across Hong Kong, Tokyo, and Seoul.

In my previous role as Director of Investment Research at a major asset manager, I was responsible for the stock selection and analysis of Asian equities for a global fund (billions of assets under management). I have also worked on segregated Japan and APAC investment mandates for some of the leading university endowments and non-profit institutions.

Follow my X (Twitter) page here.

For inquiries or feedback, contact me at: ddeng@eastasiastocks.com

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Disclaimer: Everything on this website is provided for general informational and educational purposes only. Nothing should be construed as investment advice, recommendation, or as a guarantee of any specific investment outcome or profit. Please always do your own research. The author may hold positions in the stocks discussed.

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Buyside Investor. Not investment advice. Do your own work. The line between Shabi and Niubi is very thin.