Sitemap - 2022 - Daily Reflection on China
Year of the Temperamental Tiger
Keeping ADR Listings Helps Chinese Internet Leaders
China Hot Topics (Dec 17, 2022)
U.S.-China Relations: Biotech, Artificial Intelligence and Quantum Computing
U.S.-China Relations: Taking the Temperature Down
China Reopening Risks and Opportunities
Shanghai Disneyland To Reopen Tomorrow
Webinar on Next Phase of U.S.-China Relations
Zero Covid Reform: Race Against Time
China Invest Series with David Thomas & Qi Wang
Intro to MegaTrust's Quality Growth Strategy
What's So Special About Mindray?
Is China Tech Doomed? (Part Four)
De-Globalization? U.S. Companies De-risking from China
Consumption the Best Play on Real Estate Recovery
China Hot Topics (Nov 10, 2022)
Panic Selling Cuts into Long Term Holdings
Chinese Analysts' Stock Picks From Party Congress
Chinese Analysts' Views on Party Congress
Wall Street Views on Party Congress
Chinese Analysts' Views on U.S. Semiconductor Sanctions
China Hot Topics (Oct 12, 2022)
Six Things to Know Before the A-share Market Opens
Is China Tech Doomed? (Part Three)
Hong Kong Hits the Reset Button Today
China Market Needs to Hit a Reset Button
Sporadic Signs of China Opening Up
Don't Worry about China's Zero Covid Policy
Is China Tech Doomed? (Part Two)
China Hot Topics (Sep 14, 2022)
Is China Tech Doomed? (Part One)
Why China Helped Private Firms to Retain U.S. Listings
RMB Depreciates to Two-Year Low
U.S.-China Agreement on Audit Inspection: A Compromise Not Yet the Solution
New Policy to Prevent Over-Competition in Solar Equipment
China Offers Policy Loans for Off-plan Homes
Weak Smartphone Demand, Strong Auto Recovery in China
China Quietly Abandons the 5.5% Growth Target
Top 10 Free Posts For You (October 31, 2022)
China Hot Topics (Aug 17, 2022)
Tesla Losing Share; Xpeng & Li Auto Losing Confidence
U.S. Companies Continue to Invest in China Despite the Consumption Slump
Ant Group Gradually Decoupling from Alibaba
Baidu Launches Driver-less Taxi Services in China
Too Much Banking and Real Estate, Not Enough Consumption and Technology
Sany: Gaining Shares in a Sluggish Global Market
SF Express: More than Just a Chinese UPS
Rising Direct Sales and Profit Margin at Moutai
Domestic Investors Quiet About Geopolitical Risk
Will China Become the Next Tech Giant?
Chinese Liquor Makers Offering ESG Disclosures
Is China Working on a Real Estate Bailout Fund?
Bullish on New Energy Tech in China
Sizing the Mortgage Defaults in China
The Story isn't Over for Chinese ADRs
China's Big Tech Regulatory Reform Could Last for Years
China's Could Ease Regulatory Tightening in 2022
Unfinished Homes: Show Me the Money
China's Home Court Advantage in New Energy Tech
Mortgage Defaults in China: What's Next
Don't Panic Over the Mortgage Defaults
The New Normal of Chinese Internet Regulation
BYD Down 11.9% in Hong Kong Trading
Chinese Economy & Stock Market Recovery on Track (Chinese)
Did Oaktree Capital Fall into the Evergrande Trap?
How to Think About Macro and Policy Risks in China (Part Two)
Expect More Regulatory Crackdowns on Crypto
CATL Raised USD 6.7 Billion in a Bear Market
How Sustainable is China's Export Growth
Speculation on Meta Order Cuts in China
Why Nike and Adidas Are Losing Shares in China?
Dual-Listed ADRs + Hong Kong Shares (June 17, 2022)
Hong Kong Seeks to Add Dual-listed ADRs to Southbound Trading
U.S. Market Downside and the Negative Correlation with China A-shares
Frequently Asked Questions (FAQ)
Why China A-share Lagged Hong Kong Recently?
China Exports +16.9% YoY, Beating Expectations
Weak Economic Data vs. Low Expectation
Chinese Real Estate Sales Fell 59% in May and Down 50% YTD
Shanghai to Gradually Reopen from June 1
Takeaways from Our China Regulatory Webinar (September 4, 2021)
China’s Monetary Policy Faces not Supply but Demand Challenges
What U.S. Investors Can Learn from the 2015 Crash of China A-shares
Eleven More Chinese ADRs Added to the De-listing Watch List
Tesla Shanghai Reportedly Stopped Production due to Supply Chain Issues
China is in War Mode Against Omicron
Tesla at the Speed of China (January 24, 2020)
Tesla (TSLA) Reportedly Planning to Expand Production in China by 450,000 Units
Investing in China Now Down to One Ultimate Question
What You May Have Missed on the Didi Case (July 9, 2021)
No Cause-and-Effect Between the RMB and the Stock Market
PBoC Intervenes as RMB Depreciates Significantly Against the USD
My Initial Thoughts on Chinese Bond Defaults
The Evergrande Distressed Debt: What's Next
Tesla’s Shanghai Factory Reopens After Three Weeks of Closure
The Russia-Ukraine War's Impact on Chinese Equities
China Aims to Remove Bottlenecks and Stabilize the Supply Chain
How to Think About Macro and Policy Risks in China (Part One)
MIIT to Support the Listing of Eligible Industrial Internet Companies
The Evergrande Distressed Debt: What's Next (Webinar Invitation)
New Policy to Encourage Equity Allocation by the Social Security and Pension Funds
Prepare for the Worst; Hope for the Best
China Releases Draft Financial Stability Law for Public Comments
The Real Risk of Chinese ADRs (Part Two)
The Real Risk of Chinese ADRs (Part One)
The Active vs. Passive Debate in China A-shares
Need to Watch on the Lockdown Impact on Supply Chain
How Low Can the China Allocation Go?
China’s Ministry of Commerce Urges the U.S. to Remove All Tariffs
Chinese Regulators Ask Overseas-listed Firms to Prepare for U.S. Compliance
The March Madness, This Gotta End
Six Key Points From the State Council's “Emergency Meeting”
Industrial Value-Added in New Energy Auto Up 150% YoY
Globalization of China A-shares
Key Themes: Steady Growth and Tech Innovation
Moutai Disclosed Monthly Operating Data for the First Time
China Continues to Support the New Energy Auto Industry
Top Ten Financial Hot Topics at the Upcoming Two Sessions
RMB/USD Exchange Rate Reaching New Highs
Screaming Buys Often At Historical Highs
Ant Group Reportedly Under New Regulatory Scrutiny
Chinese Healthcare Firms Face Major Delays in Hong Kong IPOs
Four Reasons Why Some Foreign Investors Are Still Bullish on China
Another Crackdown on the Platform Economy (Meituan)?
Beijing Plans to Suspend Training and Education Apps for Preschoolers
Analysts Expect Just 1% Increase in January CPI
CATL (300750.SH) Condemns “Malicious” Rumors Targeted at the Company