Background
I run a long-biased, fundamentals-first equity book across U.S. and China markets. The starting point is top-down macro; the work is bottom-up: unit economics, channel checks and primary data, with every thesis written down, dated and scored against what actually happened.
At Nomura Securities in Shanghai I was an Equity Research Summer Analyst on the consumer-staples team: I initiated coverage on the global tobacco sector with full financial and valuation models for eight listed companies, and co-authored the 20-page initiation report and roadshow deck presented with the institutional sales team to 30+ clients. At Manulife Investment Management in Shanghai I was an Investment Management Summer Analyst working with a fixed-income portfolio manager, and led bottom-up research on China's DRAM sector that contributed to a fund ranked first of roughly 3,000 China A-share equity funds in the first half of 2024. In summer 2026 I was a Global Markets Summer Analyst in CLO Structuring at BNP Paribas in New York. I have passed CFA Level I and am a Level II candidate.
At Emory I am a research assistant in Prof. Jin Wei's group, testing whether large-language-model reasoning adds value in trading beyond quantitative baselines. This site is the working record of my own process: live theses, a track record with its evidence, a forecast ledger, and post-mortems on what did not work. It is a personal account with no outside capital.