About Eastbound Research
The Short Version
We're an independent research team that believes the biggest investment opportunity of the next decade is sitting in plain sight -and most of the Western financial world is either ignoring it, misunderstanding it, or too politically uncomfortable to touch it.
Eastern markets, particularly China, Hong Kong, and increasingly India, are home to some of the most innovative, fastest-growing, and deeply undervalued companies on the planet. We exist to find them, analyze them properly, and share that research with investors who want to see the full picture.
What We Believe
The center of gravity is shifting. History tells us that no empire holds dominance forever, and the global economic balance of power is in the middle of a generational shift. China's transformation over the past few decades -from a low-cost manufacturing base to a global leader in electric vehicles, artificial intelligence, and advanced technology -is one of the most remarkable economic stories in modern history. Backed by a population of 1.4 billion, a workforce with an extraordinary culture of discipline and execution, and a government that strategically channels investment into the industries of tomorrow, China has built a compounding growth engine that most Western analysts still underestimate. Its expanding reach into European, Canadian, and other international markets through sectors like EVs, logistics, and infrastructure only accelerates this trajectory.
India is worth watching. We also have our eye on India -a young, ambitious population with a strong work ethic and unique geopolitical positioning that gives it access to both Eastern and Western markets. It faces real headwinds as AI reshapes the tech services landscape, but the long-term potential is hard to ignore.
We believe that good investing starts with good fundamentals. Sometimes the best call isn't a flashy AI play or a momentum trade. Sometimes it's a straightforward Warren Buffett-style analysis: find a great company with durable competitive advantages, a sensible valuation, a strong PE ratio, and room to grow -then buy it and hold it. We follow the fundamentals wherever they lead, whether that's a deep-value play trading at 8x earnings or a high-growth AI infrastructure company investing aggressively today to dominate tomorrow. And when consensus is wrong -in either direction -we say so, with data.
How We Work
Bottom-Up Fundamentals First
We start with the company, not the macro headline. Revenue drivers, unit economics, competitive moats, management quality, and capital allocation. The geopolitics matter, but they're context -not the thesis.
Primary Sources, Not Secondhand Narratives
We dig into original filings, track Chinese-language earnings calls, and source on-the-ground intelligence. Most Western coverage of Chinese companies is based on other Western coverage. We go to the source.
Cross-Sector, Cross-Border
We cover AI, semiconductors, defense, cloud, e-commerce, and emerging technologies across both Eastern and Western markets. When Palantir and SenseTime are competing for the same AI-government niche on opposite sides of the Pacific, we cover both -because understanding one helps you understand the other.
Who We Are
Eastbound Research was founded by a team of independent analysts and market enthusiasts who saw a gap in the English-language research landscape. Credible, in-depth coverage of Eastern markets -the kind that institutions rely on — barely exists outside of expensive sell-side research desks. We're building the alternative.
We're particularly passionate about sectors where science and technology intersect with investing -artificial intelligence, semiconductor manufacturing, quantum computing, clean energy, and biotech. We believe these are the defining industries of the next two decades, and that some of the most important companies in these spaces are being built in the East.
Tan Sohal
Founder & Lead Analyst
Born in the UK and now based in the United States, Tanveer brings 7-8 years of dedicated research experience in Asian equity markets, with deep expertise in Chinese and Hong Kong-listed companies across technology, defense, and emerging sectors. A software engineer by background, he also runs a technology company in the healthcare and education space — experience that gives him a builder's perspective on the tech companies he covers. His research philosophy combines rigorous fundamental analysis with a macro awareness of the geopolitical forces shaping capital flows between East and West.
Eastbound Quant
AI-Powered Quantitative Analysis Engine
Eastbound Quant is our proprietary AI-driven research system, built to strip away narrative, sentiment, and bias, and let the numbers do the talking. It ingests raw filings, earnings data, valuation multiples, sector benchmarks, and competitive positioning to produce price targets, equity breakdowns, and comparative analysis grounded purely in what the fundamentals say. No thesis. No conviction. No directional bias. Just data, structured and pressure-tested.
Where Tanveer brings experience and human judgment, Eastbound Quant brings scale and objectivity, a second opinion that doesn't care about headlines. Powered by leading large language models and internally developed frameworks, its outputs are reviewed by our human research team before publication.
Our Independence
Eastbound Research is not affiliated with any brokerage, investment bank, hedge fund, or asset manager. We don't accept payment for coverage. We don't run sponsored content. Our only obligation is to the quality of our research and the trust of our readers.
When we cover a stock, we disclose our position. When we make a call, we timestamp it. When we're wrong, we own it.
Get in Touch
We're always interested in hearing from fellow analysts, institutional investors, data partners, and anyone passionate about Eastern markets.
Eastbound Research is an independent publication and does not provide personalized investment advice. All research is for informational purposes only. Please read our full disclaimer before acting on any of our analysis.