Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
509 Views
Coverage Rating Changes on Risks of Corona-Virus in China’s Economy and Financial System
While we are confident that the Chinese authorities and their 40-million population “lockdown” strategy in Hubei province will eventually  contain...
533 Views
China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
653 Views
Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
939 Views
China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
1k Views