Daily Reflection on China
Qi Wang CFAI am Qi Wang, Chief Investment Officer of a leading Asian Financial Services Firm. Over 26 years of experience in US, Chinese and global equities, with a focus on technology and consumption. This is my blog about investments in the new normal.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 203 | Founded | 5 years ago | Last Issue | 2 years ago |
| Active | |||||
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qiwang.substack.comLatest Issues
The Large Hole Left by Chinese Real Estate: Part Two
Advanced manufacturing export is a USD 2.5 trillion industry
“Just five years ago China shipped only a quarter as many cars as Japan, then the world’s biggest exporter. This week the Chinese industry claimed to have exported over 5m cars i...
The Large Hole Left by Chinese Real Estate: Part One
What could really pick up the slack in growing the Chinese economy
Despite its shrinking scale and influence, the Chinese “real estate economy” is still the size of a Japan (USD 4 trillion) and assuming just a 5% decline annually, China wo...
China's Twin Disappointments Must Stop
Last week's chain of events is a move in the right direction
China has a twin disappointment problem, macro disappointment and policy disappointment at the same time. To move forward, the country must fix at least one of them.
Importance of Having a Succinct Investment Thesis
Part One of My Review of Seeking Alpha
Evaluating alternative research platforms like Seeking Alpha is something I always want to do since the GameStop saga. Now I am finally getting to the bottom of my desk pile, let’s get started on this...
Year of the Rabbit Hole
Positive signs are written on the wall, but do investors care?
Click below to enjoy a 30% off on Seeking Alpha’s New Year Sale. Regular annual membership $239 now just $167 plus a 7-day free trial.
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Chief Investment Officer of a leading Asian Financial Services firm. Over 26 years of experience in US, Chinese and global equities, with a focus on technology and consumption. https://www.linkedin.com/in/qiwangcfa/
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