Asia
8% Value Activist - Coverage of shareholder activism in Asia
Acid Investments - Special situations, mostly in Asia
Altay Capital - Japanese net-nets
Apeconomics - ideas from a private investor called Taro Sakamoto
Apollo Investment - Where KL-based Claire Barnes publishes her monthly letters
Asia Frontier Capital - Focuses on frontier markets such as Uzbekistan, Vietnam
Asian Century Stocks - Asian value stocks
AVI Japan Opportunity Trust - Japan focused activist fund run by UK’s AVI
Baillie Gifford Japan Trust - Growth-focused Japan fund
Bargain Ticker’s Deep Value Stocks - Low EV/FCF stocks, so far all in Asia
Building, compounding & exiting - stories from a Vietnam activist fund manager
Collyer Bridge - Singapore-based Substack covering exciting new themes
Continuous Compounding - China / Japan value stocks
Deep Fundamental Research - Chinese equities
Dunamis Investing - Canadian young professional with a focus on Asian equities
East Asia Stock Insights - Value stocks in East Asia
Farrer 36 Blog - Singapore-based global fund manager
GabGrowth - Southeast Asia focus
Harding Loevner EM Equity Fund - mutual fund with monthly letters
Japan Guru - Japanese equities with an activism focus
Japan Investing - bottom-up analysis in Japan
Japan Small Caps - Unemployed Capital Allocator’s Japanese stock ideas
Kathmandu Capital - value fund focusing on Asian equities
KonichiValue - Japanese stocks and lifestyle coverage
Kristie Neo’s Substack - start-ups and investing in Southeast Asia
Longriver - a global hedge fund run by Hong Kong-based Graham Rhodes
Made in Japan - growth stocks in Japan
Maius Partners - Asian ideas from an experienced investor
Moatless Capital - mediocre ideas from a young buy-side analyst in Shanghai
Mobius Capital Partners - EM fund associated with Mark Mobius
Net-Net-Hunter Japan - net-nets in Japan
OAM Asian Recovery Fund - Cayman-based fund run by Desmond Kinch
Oasis Management - activist investor focused primarily on Japan
Offpiste Investing - great curation of Asia-related links
One Foot Hurdle - Taiwanese and Hong Kong equities
Oriental Value - Hong Kong value stocks
Panda Perspectives - Chinese equities
Pangolin Asia Fund - Singapore-based value fund
Praya’s Substack - Hong Kong value stocks
Scottish Oriental Smaller Companies - Small-cap fund with large focus on Asia
Seraya Investment - Singapore-based fund manager
Smartkarma - a research platform for institutional investors
Tailwind Holdings - scouring the Japan Company Handbook for deep value ideas
The Anomaly Report - small-cap ideas from Japan, at least so far
The Great Wall Street - Chinese equities
The Long Happy - Asia value focus
The Magic Bakery - Japan software stocks
Theoria Capital - High-quality research on Chinese stocks
Value in Vietnam - Vietnamese value stocks
Value Zoomer - Private investors with a penchant for Singapore stock
Vietnam Holdings - Closed-end fund with great commentary on Vietnam
Weighted Capital - Singapore and Hong Kong small caps
Weiss Korea Opportunity Fund - Invests in Korean preference shares
ZeroSummation - Commodity stocks and more