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Eric Chen

Eric Chen
Greater China Equity Long/Short Analyst

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China Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Summary

With a blend of sell-side and buy-side perspectives, Eric has covered and researched hundreds of Greater China equities in TMT and consumer spaces - two sectors woven together by the overarching thesis of technology empowering consumption. Eric is highly experienced in fundamental equity long short strategy. He seeks to produce differentiated and original research that combines holistic qualitative framework, unique angles and robust modelling. The process helps gain deep insights into critical value drivers misunderstood by the market, which results in mis-priced stocks and hence long/short opportunities.

Areas of Expertise

Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
China
Sectors:
Information Technology, Consumer Discretionary
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)

Work Experience:

  • Dayone Capital - Partner
  • CIMB - Greater China TMT research analyst
  • HSBC - APAC TMT research analyst
  • J.P.Morgan Private Bank - investment advisor
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