Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China by
Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China’s Most Important Chipmaker by
Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion by
Legend Biotech (NASDAQ: LEGN): The J&J Partner Recently Surged on Leaked Data About It’s Multiple Myeloma Treatment by
Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock by
Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries by
Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts by
GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns? by
Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a “Crisis of Confidence” in the Sector by
NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing) by
Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts) by
Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP) by
Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP) by
[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma) by
Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge) by
Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information) by
China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP) by
‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider) by
The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE) by
WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy) by
Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP) by
Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP) by
Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack) by
The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management) by
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) by
The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco) by
Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP) by
LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun) by
Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com) by
Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP) by
US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP) by
Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube) by
China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge) by
Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk) by
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) by
With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP) by
Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint) by
‘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) by
‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch) by
There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack) by
“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge) by
MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail) by
Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP) by
Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP) by
China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge) by
All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times) by
“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge) by
The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread) by
US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP) by
Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com) by
World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business) by
China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard) by
‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch) by
Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC) by
US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP) by
China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge) by
