Cohong Lane
Philip ReschkeAn investment newsletter from Hong Kong. Real theses, real positions, real mistakes — in the open.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 6 months ago | Last Issue | 9 days ago |
| Active | |||||
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cohonglane.comLatest Issues
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,...
China Speed: Why I Pay to Own the World's Toughest Gym
Tencent QQ display, Shenzhen. February 2025.
On Friday 6 March this year, I watched around a thousand people queue outside Tencent’s headquarters in Shenzhen. Schoolchildren, retirees, office workers; reports put the ages at eleven to seve...
Beijing Built a Copy of Hong Kong. I Went to See It.
Qianhai Bay, China. Image: Qianhai International Liaison Services Limited.
If I take the lift to the 47th floor of my apartment building, I can see Qianhai across the border. Beijing has built a copy of Hong Kong on reclaimed land in Shenz...
Why I Own China's State Banks as Bonds, Not Stocks
Agricultural Bank of China, Guangzhou. February 2026.
I own four Chinese state banks through their Hong Kong-listed shares. They are paying me 6.8 to 7.4 per cent a year on cost while I wait to find out whether the political settlement on...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Ex-CFO. Now investing my own capital from Hong Kong, deep focus on China. Real theses, real positions, real mistakes — in the open at cohonglane.com.
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