Big Picture

Local insights, timely updates, long-term thinking and actionable ideas (NO INVESTMENT ADVICE). Created by Qi Wang FA, a local Chinese portfolio manager with 25 years of hands-on experience.

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A New Paradigm for Investing in China

Qi Wang's CNBC Interview 08/02/2023

Aug 11 •

A New Rationale for Investing in China (Part Two)

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

Aug 9 •

A New Rationale For Investing in China (Part One)

Most of the common reasons for investing in China are no longer valid

Jul 31 •

Best to Forget China's Stimulus Policies

The policy-driven rallies often turned head fakes in recent years

Jul 29 •

China Hot Topics (July 15, 2023)

What investors need to know to make informed decisions now

Jul 15 •

Chinese Consumer Confidence in Focus (Part Two)

Lying flat is not only work-related, but also affects consumption

Jul 5 •

Chinese Consumer Confidence in Focus (Part One)

Hush-hush. Does China face deflation risk?

Jun 18 •

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