- EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)
- China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?
- Kweichow Moutai (SHA: 600519): China’s Communist Spirit and Most Valuable Company
- Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts
- Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau’s Best Casino Stock Positioned for Growth
- Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a “Crisis of Confidence” in the Sector
- NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)
- Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks
- Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)
- Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)
- Alibaba Reorg (Interconnected)
- Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)
- Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)
- Why Chinese Apps Are the Favorites of Young Americans (WSJ)
- How A Country Goes Bankrupt… In 10 Steps (John Rubino Substack via Zero Hedge)
- Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)
- It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)
- Swire Pacific Limited: Another Hong Kong Based SWAN Stock (Seeking Alpha)
- [JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)
- Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge)
- Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information)
- China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP)
- Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)
- The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)
- Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)
- Chinese Banks Cause Alarm as Capital Flight Measures Intensify (asiaMARKETS.com)
- ‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider)
- US Hegemony and Its Perils (Ministry of Foreign Affairs, the People’s Republic of China)
- China’s State vs. Private Company Tracker: Which Sector Dominates? (PIIE)
- WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)
- JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha) JD.com, Inc (NASDAQ: JD)
- China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)
- China: What Could Drive its Markets in 2023 (Capital Group)
- Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)
- Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)
- China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets (Institutional Investor)
- Capitalizing on USA-China Tensions (Stock Spotlight Substack)
- Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)
- 2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)
- Emerging Markets Debt: Springtime in January? (Barings)
- Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)
- LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)
- China is a Minefield for International Creditors (Washington Examiner)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- Which Countries Are Most Influenced By China? (Oilprice.com)
- Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)
- Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)
- China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Apple Makes Plans to Move Production Out of China (WSJ)
- China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)
- Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)
- Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)
- Platinum Asset Management: Asia ex-Japan Market Update
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)
- Outlook On Emerging Markets (Lazard AM)
- How is TSMC Still Growing? (Asianometry)
- Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)
- All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- Forbes Asia 100 To Watch 2022
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)
- US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)
- China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)
- Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- China Is Preparing To Go To War (19fortyfive.com)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Five Chinese State-owned Companies to Delist from NYSE (Reuters)
- 2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)
- Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)
- Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic
- ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops
- Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries
- GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?
- TOP Financial Group (NASDAQ: TOP): Hong Kong’s Latest Crazy Meme Stock
- Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan
- MINISO Group Holding (NYSE: MNSO): Asia’s Notorious Copycat Retailer
- Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)
- Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)
- Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)
- START not FAANG (GAM)
- Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP)
- RESTRICT China (Interconnected Substack)
- Pinduoduo Research Report (Hayden Capital)
- Countries Compete to Lure Manufacturers From China (WSJ)
- Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)
- Should We Automate the CEO? (theHUSTLE)
- Swire Back To Buying Back – One-Third To Go (Smart Karma)
- Chinese Share Sales in Europe Gain Importance as Financing Tool, UBS Exec Says (CAIXIN)
- China’s Cities Struggle Under Trillions of Dollars of Debt (WSJ)
- SVB’s Debacle is Causing Panic in China’s Startup Industry (Tech Crunch)
- Australia’s Wealth Fund Screens Chinese Firms at Risk of US Bans (Al Jazeera)
- How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)
- China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (Zero Hedge)
- As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)
- Mark Mobius: Be ‘Very, Very Careful’ When Investing in China (Fox Business)
- Crazy Optimism About China’s Economy (Gatestone Institute)
- The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)
- Guide to China Q1 2023 (JP Morgan AM)
- Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)
- Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP)
- Global Companies Are Committed to China (UBS AM)
- PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)
- Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)
- China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)
- The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)
- Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)
- The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)
- Sinology: A 2023 Calendar for China’s Reopening and Recovery (The China Fund, Inc)
- Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)
- The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)
- Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)
- Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)
- US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)
- COVID Chaos Unfolds in China (SPIEGEL International)
- Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)
- Asian Tigers: South Korea and Taiwan (Franklin Templeton)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
- Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Back in Hong Kong Stocks (Turtles all the way down! Substack)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- ‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)
- Why China Probably Won’t Invade Taiwan (Twitter Thread)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)
- Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)
- China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)
- Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- Five Myths About China. And Why They Will Get Us Killed (American Mind)
- China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
- ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)
- US-China Business Council Member Survey 2022
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)
- China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)
- Factbox-Highlights of the U.S.-China Audit Deal (Reuters)
- China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
- Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- Deglobalization Is Inflationary (Of-Two-Minds)
- Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
- Baby Bust: China’s Looming Demographic Disaster (Spectator)
- Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
- China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)
- Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)
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