The Large Hole Left by Chinese Real Estate: Part Two

The Large Hole Left by Chinese Real Estate: Part One: What could really pick up the slack in growing the Chinese economy

China's Twin Disappointments Must Stop: Last week's chain of events is a move in the right direction

Importance of Having a Succinct Investment Thesis: Part One of My Review of Seeking Alpha

Year of the Rabbit Hole: Positive signs are written on the wall, but do investors care?

The Past, Present and Future of Chinese Real Estate: Asian bond veteran Desmond How speaks on China bond restructuring

Huawei/SMIC Plus One, Boeing Plus One: Easing of U.S.-China trade tensions is good for everyone

Macau Gaming: High Certainty in an Uncertain Environment: One and only world-class gambling destination in Asia

China Real Estate: Don't Go Chasing Waterfalls: Stick to the consumptions that you're used to

Hong Kong Reopening Select Index +5.4% in July, down 2.6% MTD in August: High certainty equals valuation premium

A New Paradigm for Investing in China: Qi Wang's CNBC Interview 08/02/2023

A New Rationale for Investing in China (Part Two): The key question to ask yourself is "What If"...

A New Rationale For Investing in China (Part One): Most of the common reasons for investing in China are no longer valid

Best to Forget China's Stimulus Policies: The policy-driven rallies often turned head fakes in recent years

China Hot Topics (July 15, 2023): What investors need to know to make informed decisions now

Hong Kong Reopening Select Index Rebounded 6% in June, driven by Macau Gaming: Beating the Hang Seng Index by 2%

Chinese Consumer Confidence in Focus (Part Two): Lying flat is not only work-related, but also affects consumption

Chinese Consumer Confidence in Focus (Part One): Hush-hush. Does China face deflation risk?

Day 4 of Our AI Course for Investors: Start adding science to "art of investing"

Be a Gentleman, not a Tool: Reprint of my finews.asia interview on AI investing with Andrew Isbester

BLACKPINK and David Beckham Couldn't Save Our Hong Kong Reopening Index: The thematic index down 8.9% in May yet up 6.8% in June so far

Expect Hong Kong Market to Recover for 15-30 Trading Days from June 1, 2023: Hang Seng Index Possibly Reaching 20,000-21,000

Why is the China Recovery Stalling and What's Next?: A choppy recovery vs. high investor expectations

U.S.-China Relations: A Month in Review: Also what to watch for next: Reverse CIFUS, TikTok, China Competition Bill..

American Brands in China: Win Some, Lose Some: China Readthroughs from Q1 U.S. Earnings