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2026 watchlist: My thoughts and equity picks for the year ahead Part 2
Will the year of the Horse deliver galloping stock returns
Jan 31
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2026 watchlist: My thoughts and equity picks for the year ahead Part 1
Will the year of the Horse deliver galloping stock returns
Dec 24, 2025
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CRRC Zhuzhou Times Electric(3898.HK): Power semiconductor stalwart buried under a locomotive company
Powering outsized returns
Oct 9, 2025
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Undervalued and net net investments in the Chinese market: Part 2
Feb 3, 2025
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Undervalued and net-net investments in the Chinese market
Jan 16, 2025
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Chinese Real Estate Sector Analysis Part 1: Exploring the debacle and undervalued stocks in an absolutely despised sector
Feb 16, 2025
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My thoughts on the Chinese stock market right now and some undervalued sectors and companies
Feb 12, 2025
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The most undervalued consumer staples sector in the world: Chinese baijiu sector
Mar 1, 2025
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Chinese Restaurant Stock Analysis Series Part 4: Chagee (CHA)
May 3, 2025
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RS Technologies (3445.T): Deeply misunderstood play leveraging the high growth Chinese WFE market
ACMR's Japanese cousin might fabricate alpha just like it did
Oct 6, 2025
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ACM Research (ACMR): Undervalued semiconductor maverick leveraging its dual citizenship
Fabricating alpha in China from the U.S.
Jun 9, 2025
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Chinese Restaurant Stock Analysis Series Part 4: Chagee (CHA)
Really undervalued beloved Chinese milk tea chain; ADR risks persist
May 3, 2025
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Blood on the streets: My opinions on the current trade war and an extended commentary on the Chinese stock market along with the stocks that…
The end of an era
Apr 10, 2025
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My views and perspectives on current and future global macro in a deeply divided and unstable financial world: The U.S. and the New Cold War
All the chickens will come home to roost
Mar 24, 2025
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My views and perspectives on current and future global macro in a deeply divided and unstable financial world: Part 1
All the chickens will come home to roost
Mar 15, 2025
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Undervalued and net net investments in the Chinese stock market: Part 3
More high quality companies trading at Graham esque net net valuations unlike any other market in the world
Mar 8, 2025
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Dragon Invest
Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills
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