Cohong Lane
Philip ReschkeAn investment newsletter from Hong Kong. Real theses, real positions, real mistakes — in the open.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 5 months ago | Last Issue | 4 days ago |
| Active | |||||
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cohonglane.comLatest Issues
I'm Earning 6 per cent Yield to Own China's AI Infrastructure
Beijing, China. April 2024.
I own three Chinese state telcos. They are paying me roughly 6 per cent a year while I wait to find out whether the state’s AI infrastructure build shows up in the earnings — or eats them. That is the entire tra...
I Rebuilt the Institutional Desk for $32. The Discipline Cost More.
HKEX (Hong Kong Exchanges and Clearing), Hong Kong. May 2026.
When ServiceNow (NOW) printed Q1 2026, the number was unambiguous. Revenue acceleration. No margin collapse. No evidence that AI-native start-ups were cannibalising the installe...
How I Align My China Portfolio with the 15th Five-Year Plan
Great Hall of the People, Tiananmen Square, Beijing. 2024.
In March 2026, the National People’s Congress (NPC) adopted the Outline of the 15th Five-Year Plan (FYP). The Outline is the screen I will run every name in my China book through f...
I Own BYD. Chongqing's 11-Day Train Changed What I Watch.
China-Europe Railway Express train, Chongqing. November 2025. Photo: iChongqing.
I went to Chongqing in November to understand a city where three of my positions converge. I wrote about that trip in City Mechanics: What Chongqing Taught Me...
Why Huawei Now Sits Inside My China EV Underwriting
Huawei flagship store, Shenzhen, China. April 2026.
I went to Chongqing to stress-test 3 China EV positions I already hold: BYD, Geely, and XPeng. I’ve written separately about what that trip taught me about my portfolio — but the question...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
I quit institutional finance and moved to Hong Kong to invest my own capital globally, with a deep focus on China. Cohong Lane is where I publish real theses, real positions, and real mistakes — so you can make better decisions with yours.
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