KSINQ is a newly founded, independent market research publication. The firm is new; the experience behind it is not — our founding team spent decades in commodity trade, cross-border operations, and multi-asset investing, now channeled into a research-first platform augmented by AI.
Our founders have deep experience in commodity trade — sourcing raw materials, managing logistics, navigating tariffs, capital controls, and cross-border regulations. They watched demand shifts unfold in real time on factory floors, long before those signals appeared in any financial database.
A new firm purpose-built to encode proprietary industry knowledge into a research-first workflow.
KSINQ's founding team brings experience spanning commodity cycles, manufacturing dynamics, supply chain structures, futures trading, and multi-asset investment strategies. As a newly founded firm, we chose to start fresh with a research-first approach augmented by AI.
KSINQ integrates AI tools into a research-first workflow designed from the ground up. Our research stack includes large language models for reasoning, AKShare for China market data, global financial data providers for fundamentals, and proprietary workflow orchestration — all integrated into a unified research process.
Every investment thesis is stress-tested through three independent perspectives — fundamental analysis, risk assessment, and market structure — before forming a view. The AI accelerates this process; the human judgment behind it comes from our team's real-world pattern recognition.
We are a small, focused team — and we intend to stay that way. We welcome conversations with institutional investors, family offices, and fellow practitioners who share our belief in disciplined, research-driven investing.
Explore our intellectual foundation →We welcome conversations about trade dynamics, market structure, and cross-border opportunities.
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