Why Are We Doing This?

Help you make better, more informed investment decisions

Nov 7, 2021

Problem #1: Some of the most important news and research for investing in China are not available in English and not easily accessible by foreign investors. There is often a major disconnect between what actually happened in China and what you can read outside China. The English readers / foreign investors need faster and better information access to China. They should also have a better understanding of what domestic Chinese investors are thinking and doing. The goal is to avoid being blindsided.

Problem #2: Financial news in general tend to be backward-looking. Most reporters, commentators and analysts focus on explaining what happened and why it happened, without telling you what to expect next. History is certainly important. But we want to do more than just talking about the past, but also offering a preview of the upcoming events (triggers). A significant part of this newsletter is forward-looking.

Problem #3: Everyone wants stock tips - what to buy, when to buy and when to sell etc… Wouldn’t be great if we just give you a list of the stocks we like, then we can all sit back and relax. Life is never that simple however. For one thing, real investing is about developing conviction. There is an old Chinese saying “Give a man a fish, you feed him for the day. Teach a man how to fish, you feed him for a lifetime (授人以魚不如授人以漁)”. This pretty much summarizes our motto. To maximize your benefits of reading this newsletter, it is more important to share our investment philosophy, strategy and process with you, rather than just giving you the finished products (stock ideas).

About the last quote, there is also a George Carlin version “Teach a man how to fish, he will sit in a boat and drink beer all day”. Nothing wrong with that. But George Carlin probably never invested in the stock market.

Our ultimate goal is to help you stay ahead of the game while investing in China, by providing you with better information and a framework to utilize such information.

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Daily Reflection on China (the “Publication”) is a newsletter for news, commentary and analysis on Chinese markets. The Publication is for information purpose only and should not be construed as investment or financial advice. Also this Publication does not constitute a recommendation, offer, or a solicitation of an offer to buy/sell any securities, portfolios of securities, financial products, investment schemes or trading strategies etc.

The information contained in this Publication (the “Information”) may reflect the opinions of the writer(s) and may include estimates and projections that involve subjective judgment and analysis. The Information has been compiled with considerable care to ensure its accuracy and validity. However no representation or warranty, express or implied, is made to the accuracy or completeness of the Information. The owners of the Publication (the “Owner”), its writers, representatives, principals and moderators (collectively the “Team”) accept no liability for any direct or consequential financial losses or damages, including for any loss of capital arising from the use of the Publication. The views and opinions expressed in this Publication are subject to change without notice.

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In addition to producing this Publication, the Owner also works for a fund manager (the “Manager”) licensed by the Securities and Futures Commission of Hong Kong (SFC). The Manager has no ownership stake in and no direct association with this Publication. The views expressed in the Publication are not the views of the Manager.