Daily Reflection on China

Home
Podcast
Artificial Intelligence
Big Picture
Regulation
Stock Market
U.S.-China Relations
Archive
Leaderboard
About
Huawei/SMIC Plus One, Boeing Plus One
Easing of U.S.-China trade tensions is good for everyone
 • 
Qi Wang CFA
Macau Gaming: High Certainty in an Uncertain Environment
One and only world-class gambling destination in Asia
 • 
Qi Wang CFA
China Real Estate: Don't Go Chasing Waterfalls
Stick to the consumptions that you're used to
 • 
Qi Wang CFA
Most Popular
View all
Wall Street's 2023 Outlook for China
 • Qi Wang CFA
Macau Gaming: High Certainty in an Uncertain Environment
 • Qi Wang CFA
Wall Street's 2023 Outlook for the Fed
 • Qi Wang CFA
Reverse CFIUS: the Beginning Not the End
 • Qi Wang CFA
China Hot Topics (July 15, 2023)
 • Qi Wang CFA
New
Top
Community
Hong Kong Reopening Select Index +5.4% in July, down 2.6% MTD in August
High certainty equals valuation premium
 • 
Qi Wang CFA
A New Paradigm for Investing in China
Qi Wang's CNBC Interview 08/02/2023
 • 
Qi Wang CFA
A New Rationale for Investing in China (Part Two)
The key question to ask yourself is "What If"...
 • 
Qi Wang CFA
A New Rationale For Investing in China (Part One)
Most of the common reasons for investing in China are no longer valid
 • 
Qi Wang CFA
Best to Forget China's Stimulus Policies
The policy-driven rallies often turned head fakes in recent years
 • 
Qi Wang CFA
China Hot Topics (July 15, 2023)
What investors need to know to make informed decisions now
 • 
Qi Wang CFA
Hong Kong Reopening Select Index Rebounded 6% in June, driven by Macau Gaming
Beating the Hang Seng Index by 2%
 • 
Qi Wang CFA
Daily Reflection on China
Daily Reflection on China
I am Qi Wang, CEO of MegaTrust Investment (HK), a boutique China fund manager based in Hong Kong. Total 25 years of experience in Chinese and global equities. This is my blog for MegaTrust clients and professional investors.
To Get Started
Who are we?
Why are we doing this?
Top Ten Free Posts
Must-read Disclaimer
Data Privacy Policy
FAQ
About the Author
Qi Wang's Linkedin page

Daily Reflection on China

AboutArchiveSitemap
© 2023 Qi Wang
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing