Some thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
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Celebrating with friends and some good baijiu.
Read MoreAnta and Li Ning’s divergent paths.
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On the ‘year of efficiency’, trauma and China’s bear market.
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Visiting the home of China’s legendary liquor.
Read MoreChinese NEVs Cambrian Explosion.
Read MoreWhat if Tencent designed an online broker?
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At the heart of China’s ACG sub-culture.
Read MoreAn update on gaming regulation in China.
Read MoreThe earnings cycle has turned but questions about TAM and domestic games.
Read MoreChina’s Renewable Energy Industry + Longi Green Energy Technology
Read MoreWhy invest in China?
Read MoreDeep Research.
Read MoreUnderstanding China’s Banking system and the Postal Savings Bank of China.
Read MoreA conversation following Li Lu’s speech, “The Practice of Value Investing”.
Read MoreA discourse on the nature of investment, circles of competence, temperament and faith.
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