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 | 23 | Founded | 8 months ago | Last Issue | 8 days ago |
| Active | |||||
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cohonglane.comLatest Issues
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...
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...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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I 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.
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