Archive - Daily Reflection on China

January 2024

China's Twin Disappointments Must Stop

Last week's chain of events is a move in the right direction

Jan 28 •

December 2023

Importance of Having a Succinct Investment Thesis

Part One of My Review of Seeking Alpha

Dec 31, 2023 •

November 2023

Year of the Rabbit Hole

Positive signs are written on the wall, but do investors care?

Nov 20, 2023 •

October 2023

The Past, Present and Future of Chinese Real Estate

Asian bond veteran Desmond How speaks on China bond restructuring

Oct 6, 2023 •

September 2023

Huawei/SMIC Plus One, Boeing Plus One

Easing of U.S.-China trade tensions is good for everyone

Sep 3, 2023 •

August 2023

Macau Gaming: High Certainty in an Uncertain Environment

One and only world-class gambling destination in Asia

Aug 28, 2023 •

China Real Estate: Don't Go Chasing Waterfalls

Stick to the consumptions that you're used to

Aug 19, 2023 •

Hong Kong Reopening Select Index +5.4% in July, down 2.6% MTD in August

High certainty equals valuation premium

Aug 13, 2023 •

A New Paradigm for Investing in China

Qi Wang's CNBC Interview 08/02/2023

Aug 11, 2023 •

A New Rationale for Investing in China (Part Two)

The key question to ask yourself is "What If"...

Aug 9, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts