Where creativity and capital collide

Finance & business strategy for exponential returns.

Tech-focused investment research & corporate finance.

"Tencent is feeling the heat from ByteDance as the two competitors increasingly encroach into the other's territory."

Zero One on Bloomberg

"Grab and Gojek can enjoy many multiples of revenue growth by converting more people to ride-hailing instead of acquiring each other’s existing customers."

Zero One on Tech In Asia

"International expansion, particularly in Taiwan, makes a US$1bn+ market valuation for Circles.Life feasible."

Zero One on e27

"ByteDance certainly faces some wildcard risks for an IPO, however users do not seem so bothered by potential privacy issues or politics given how rapidly they are signing on."

Zero One on S&P Global Market Intelligence

"Niu was a first mover in China's lithium-ion two-wheel EV market, which enabled the company to claim a significant share of it."

Zero One on Smartkarma

Welcome to Zero One

Identify your exponential upside

Specialist
Investment Research

We produce investment research on listed and private technology companies leveraging insights gleaned from the leading edge of startup innovation.

Finance & Business Consulting

Mining our deep industry experience, networks, and research, we develop finance & business strategy frameworks for your company.

CFO Services

We're a "force multiplier" for your executive team, providing advice, financial consulting, and investor management services. We either support your existing CFO or offer a complete CFO solution.

Companies
we've worked with

Companies
we've worked with

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Leadership

Vincent Fernando, CFA

Managing Director

Eric Sy

Head of Research

Specialist Investment Research

We produce research for clients on both listed and private technology companies.

Our research views are published across a range of platforms including Bloomberg, Smartkarma, and Tech In Asia. You can read summarized versions on our Tech Notes blog and The Leading Edge™ research letter.

Remote Work Management Stocks are Crushing It

As an addition to our Chine Tech Digital Economy Winners portfolio, we have been tracking a U.S. remote work management portfolio as well. Oddly, it took a pandemic to bring out the obvious - people don’t need to always be traveling to an office to work, wasting hours in commutes unnecessarily, when all of their work tools are accessible from anywhere with a data connection.

China's Domestic Travel Market Rebound Could Prove Bears Wrong

While the international travel market remains depressed due to global lockdowns and consumer sentiments, China's domestic travel market has rebounded since the easing of lockdowns. We believe that this could be an indicator of strong demand for domestic travel in 3Q20 (seasonally the strongest quarter) as outbound travel spending converts into high-end domestic travel activities instead.

More Research

Leadership

Vincent Fernando, CFA

Managing Director

Eric Sy

Head of Research

Independent Research

We produce research for clients on both listed and private technology companies.

Our research views are published across a range of platforms including Bloomberg, Smartkarma, and Tech In Asia.

You can read summarized versions on our Tech Notes blog and The Leading Edge™ research letter.

Remote Work Management Stocks are Crushing It

As an addition to our Chine Tech Digital Economy Winners portfolio, we have been tracking a U.S. remote work management portfolio as well. Oddly, it took a pandemic to bring out the obvious - people don’t need to always be traveling to an office to work, wasting hours in commutes unnecessarily, when all of their work tools are accessible from anywhere with a data connection.

China's Domestic Travel Market Rebound Could Prove Bears Wrong

While the international travel market remains depressed due to global lockdowns and consumer sentiments, China's domestic travel market has rebounded since the easing of lockdowns. We believe that this could be an indicator of strong demand for domestic travel in 3Q20 (seasonally the strongest quarter) as outbound travel spending converts into high-end domestic travel activities instead.

More Research

Zero One: The Leading Edge™

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