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Unique insights on Japanese, Chinese, and Korean stocks

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

So why East Asia? In my view, it’s the most exciting region in the world today for investors.

• Japan is experiencing a renaissance in investor interest, for very good reasons. Governance improvements, an end to deflation, Warren Buffett’s recent involvement, on top of an already-deep market that’s a stock picker’s paradise.

• South Korea remains cheap. As a Western-aligned democracy with strong rule of law, there is potential to garner more global investor interest in my view, pending certain reforms. Will it become the “next Japan”?

• China/HK, despite well-known risks here, sits at a generational low in valuation. One has to consider the asymmetric opportunities present today.

What readers can expect:

• Exclusive content: 20-30 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.

For just $48 a month or $468 a year, you can effectively hire an experienced East Asia investment analyst to work for you!

Who we serve:

Portfolio Managers and Analysts at leading long-only managers, hedge funds, private equity funds, financial advisory, and other institutions.

About the author: Daye Deng, CFA

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 major 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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