I have been a sell-side analyst and buy-side PM /analyst since 2000, covering the Technology sector in Asia mostly, and Globally at some stage.

I have worked for JPMorgan, CLSA, Macquarie on the sell-side. A Tiger fund and Prudential on the buy-side.

I tend to spend as much time looking at sectors in aggregate than on individual firms. The sector’s view often shows clearer trends and pinpoints the inflection points in a sharper way, in my view. I think I can honestly say that I’ve published more thematic research than anybody else in Asia. This is necessary to accumulate a strong knowledge-base on technical sectors (i.e. if you want to understand how semiconductors are made or how cloud computing is architected).

I live mostly in Taiwan, sometimes in France and I am in New York regularly.

You can read my publications either here or on Substack https://techstock01.substack.com/

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