Asian Value Investor covers financial markets in Asia the way a desk analyst would write for another desk analyst. Short sentences. Primary sources. Numbers that are sourced and labelled.
We publish five mornings a week, before the Hong Kong open. The brief goes out by 8am Hong Kong time. Research notes go up when they are done, not on a calendar schedule. If there is nothing worth saying on a given morning, nothing goes out.
The publication covers Greater China, Southeast Asia, Japan, and Korea. We do not write about markets we do not understand. We do not have a view on the S&P 500.
The readership is institutional: portfolio managers at hedge funds and long-only shops, credit analysts at banks and asset managers, chief investment officers at family offices, and a smaller group of C-suite executives at corporates with significant Asia exposure who want to understand what is happening before they read about it in the FT.
We do not write for the retail investor. We do not explain what a basis point is. We do not soften credit analysis to avoid upsetting issuers. If the numbers say a developer's covenant headroom is 0.3 turns from the floor, we publish the numbers.
Every piece goes through two filters before publication. The first is sourcing: every material figure is attributed to a primary source — company filings, central bank statistical bulletins, exchange data, or named third-party research. If a figure cannot be sourced, it does not appear. If a figure is derived or estimated, it is labelled as such.
The second filter is inference labelling. AVI operates a Reality Filter across all content.
Any claim that is inferred rather than directly sourced is labelled [Inference] at the start of the sentence. Any figure that is estimated rather than reported is labelled [AVI estimate] or prefixed with ~ (approximately). Any claim that cannot be verified is labelled [Unverified].
Currency conversions disclose the rate used and note that the converted figure is approximate. Excluded data — figures not available or deliberately omitted — is named explicitly, not silently dropped. Unverified figures from anonymous sources or secondary coverage are never presented as primary-source fact.
These rules apply to everything published under the AVI name, including desk notes and invited memos from outside contributors.
We do not accept sponsored content. We do not accept advertising. We do not have affiliate relationships with brokers, data providers, or issuers. We do not accept payment to cover a company or to refrain from covering one.
We do not provide investment recommendations. AVI analysis describes what the data shows and what the desk's read is. It does not tell you to buy or sell anything. Every piece carries the standard disclaimer: not investment advice, editorial only.
Editorial correspondence: editorial@asianvalueinvestor.com
Subscription and billing: subscriptions@asianvalueinvestor.com
The desk is based in Hong Kong. Response time is typically one business day.
No noise. No sponsored content. No affiliate links. From HK$980 per month.