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 | 15 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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cohonglane.comLatest Issues
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...
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...
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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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