I am a specialist in Asian equities after having been a sellside analyst for 13 years. I have covered the casino, automotive, industrial, consumer and technology sectors in Asia. I have also worked on the buyside as a fund manager in long only and as an analyst in hedge funds all covering Asian equities. My work experience has been in Hong Kong where I have developed a keen understanding of Asian companies and economies with a focus on China. My work involves a deep dive into Asian ADRs as despite risks, many opportunities remain to find companies with good business fundamentals. Just as important, I am also skilled at uncovering companies who may lack proper investment merit by examining key metrics such as inconsistencies in financial statements, assessing balance sheet strength, and conducting proper analysis of the competitive advantages of the company. Throughout my career, I have found and written on undiscovered small cap companies which have increased in equity value by multiple times. I would like to write for Seeking Alpha to help investors with their investment decisions on Asian equities. There have been many scams in Chinese small cap companies for share price manipulation and my goal is to help investors cut through the noise and to focus on fundamentals and the company’s competitive outlook instead of the momentum trade.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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