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Insights-driven analysis of the East Asian markets

Welcome!

My goal is to add value to your research in East Asian stocks (Japan, Greater China, and Korean markets) through insights-driven analysis.

What readers can expect:

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

• Insights-driven analysis: Research that goes beyond news cycles, earnings summaries, and surface-level narratives. The focus is on independent thinking, not financial journalism.

• Actionable ideas: Deep dive analysis designed to help build conviction on opportunities that can be acted upon.

Who are your subscribers?

Portfolio Managers and Analysts at long-only managers, hedge funds, private equity funds, and financial advisors looking for an edge in the East Asian markets.

Whether you are completely new to the East Asian markets or an experienced investor seeking fresh perspectives, this newsletter will be an invaluable resource!

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 in charge 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.

For the price of a phone bill, you can have a seasoned East Asia analyst working for you. Click below to subscribe now!

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