Archive - Daily Reflection on China

Importance of Having a Succinct Investment Thesis

Part One of My Review of Seeking Alpha

Dec 31, 2023 •

Wall Street's 2023 Outlook for China

Part one of my take on institutional investor views

Jan 7, 2023 •

Macau Gaming: High Certainty in an Uncertain Environment

One and only world-class gambling destination in Asia

Aug 28, 2023 •

The Past, Present and Future of Chinese Real Estate

Asian bond veteran Desmond How speaks on China bond restructuring

Oct 6, 2023 •

Wall Street's 2023 Outlook for the Fed

Part two of my take on institutional investor views

Jan 11, 2023 •

Reverse CFIUS: the Beginning Not the End

Removing the overhang could boost China market sentiment

May 18, 2023 •

China's Twin Disappointments Must Stop

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

Jan 28, 2024 •

China Hot Topics (July 15, 2023)

What investors need to know to make informed decisions now

Jul 15, 2023 •

A New Rationale for Investing in China (Part Two)

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

Aug 9, 2023 •

Be a Gentleman, not a Tool

Reprint of my finews.asia interview on AI investing with Andrew Isbester

Jun 11, 2023 •

Why is the China Recovery Stalling and What's Next?

A choppy recovery vs. high investor expectations

Jun 5, 2023 •

Hong Kong's Importance to China Has Never Been Greater

Interview by Stefan Nilsson of Hedge Funds Club

Feb 6, 2023 •

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