Cohong Lane
Philip ReschkeChina equities and macro, from the ground in Hong Kong. Real theses, real positions, real mistakes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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cohonglane.comLatest Issues
Two Years, No Pay Cheque: The Portfolio I Built to Live Off
Hiking on a Saturday. Above Repulse Bay, Hong Kong.
In the spring of 2024, in a rented flat in Turin, Italy, I sat down to design the portfolio I would have to live off. I had invested for 25 years by then, but always with a salary underne...
I Own Two Roads Out of China: Geely, BYD, and One Unproven Margin
Zeekr 007GT, Coastal City, Shenzhen, China. July 2026.
Walking home from dinner in Shenzhen earlier this week, I stopped in front of a Zeekr 007GT parked at the kerb outside Coastal City. White, with “007GT” painted down the door in letter...
Cohong Lane's Top Reads: Q2 of 2026
Danish Summer, Denmark. June 2026.
I am in Denmark this week, so there is no new Cohong Lane deep dive today.
Instead, with our first full quarter behind us, here is a look back at what actually landed since I launched in mid-April.
A lo...
I Own the Wrong Index, Not the Wrong Businesses
Victoria Peak, Hong Kong. September 2025.
On 26 June I ran the half-year numbers. Five of the seven indices I follow were green; the two that were red were both in Hong Kong, where I hold individual businesses, not just a fund. My own capi...
Beijing Wrote the Self-Driving Rulebook. I Own Six Ways to Get Paid
Pony AI self-driving robotaxi. Shenzhen, China, May 2026.
The clause everyone skipped on the way to the headline
China’s draft mandatory standard for automated driving systems requires fault-tolerant perception, not a specific sensor,...
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Authors
The writers behind this newsletter.
Ex-CFO turned independent investor, based in Hong Kong. Deep focus on China equities. Real theses, real positions, real mistakes.
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