About Us

Who we are

Gavekal Fathom China is Gavekal’s investigative research unit focused on companies, industries and corporate situations in China. Our readers are institutional investors and company executives who need targeted research involving on-the-ground information and analysis.

Gavekal Fathom China’s founder and president, Matthew Forney, has lived in China for 25 years. Before setting up Fathom China, he served as Beijing Bureau Chief of Time magazine, and as a Beijing-based reporter for The Wall Street Journal.

Our research director earned a masters degree in public health from Harvard University and has been with Fathom China since its inception. Our research analyst earned a master’s degree in journalism from the University of California, Berkeley. Other team members have relevant journalism or industry experience.

What we do

Gavekal Fathom China conducts independent third-party research. We tell the truth about what is happening in China through clear, concise reports that do not waste your time. Our strength is figuring out the right questions to ask, then finding people who can answer those questions. We avoid material non-public information. Our work can be divided into two basic types: subscription reports and custom research.

Subscription reports are company profiles and industry analysis reports, with research targets defined by clients:

  • Fathom Profiles. Detailed reports on 12-15 Chinese mid-cap companies each year.
     
  • Quick-A. Brief analytical reports on 50 A-shares companies each year. Reports focus on management quality, competitiveness and red flags.
     
  • China Chips. High-frequency coverage of China’s fast-moving semiconductor industry.
     
  • VOD monitor. Monthly analysis of developments in the VOD industry in China.

Custom reports either lie outside the scope of subscription reports or must be written for your eyes only. Topics can include a deep dive on management, the prospects of a company’s new strategy, the likelihood that a merger will receive regulatory approval, fact checking short attacks, monitoring a company over time or other topics of your choosing. We can respond as fast as 24 hours.

You can best assess the quality of Gavekal Fathom China’s work by reviewing our previous reports. Please contact us for more information at info@gkfathomchina.com.