Cohong Lane
Philip ReschkeI invest the capital I live on, full-time from Hong Kong, deep in China. Ex-family-office CFO, publishing every position and mistake so you sharpen your own judgement. No tips.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 8 months ago | Last Issue | 16 days ago |
| Active | |||||
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cohonglane.comLatest Issues
Hang Seng Tech Takes On the Nasdaq 100. I'm Not Selling.
A common sight in Hong Kong: financial ads on the iconic Hong Kong Trams. Wan Chai, Hong Kong. 2023.
Five years ago I bought an ETF called Hang Seng Tech, as my bet on China becoming a dominant force in technology. To date, it has been a d...
One Bank, Two Prices: Why I Buy the Cheaper One
Bank of China Tower designed by I.M. Pei. Central, Hong Kong, 2018.
A friend of mine in Shenzhen asked me yesterday how I invest in China. Bank of China’s Hong Kong listed shares had closed that afternoon at HKD 5.235. Its Shanghai shares...
Beijing's 2030 Renewables Plan Hits My 8 per cent Dividend
Shenzhen Bay from the 58th floor, Shenzhen. July 2026.
On 23 July, two ministries in Beijing published 22 pages setting out what China should build in renewable energy capacity between now and 2030. I own three companies the new plan affec...
How I Benchmark My Portfolio, Not the Golf Course Way
Shek O Golf and Country Club, Hong Kong. April 2026.
I have spent most of my professional life around people with money, and the angriest I ever heard anyone get was over a number that was never theirs to chase.
An investor I knew once ve...
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...
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I invest the capital I live on, full-time from Hong Kong. Ex-family-office CFO, publishing every position and mistake so you sharpen your own judgement. No tips.
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