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Dragon Invest

Dragon Invest

Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues20SubscribersRead dragoninvest.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

2026 watchlist: My thoughts and equity picks for the year ahead Part 2

Happy New Year (新年快乐). It’s a New Year but guess who’s back, back again. Let’s continue on our quest for new year wealth and fortune.

a month ago
22
5

2026 watchlist: My thoughts and equity picks for the year ahead Part 1

Hello everyone. Hasn’t this year been amazing? So much happened this year that I’m reminded of one of my favourite quotes, “ There are years where nothing happens that weeks where decades happen”. Well the weeks from the “Liberation Day” on...

2 months ago
28
15

CRRC Zhuzhou Times Electric(3898.HK): Power semiconductor stalwart buried under a locomotive company

Well, well, well, has the sun risen from the west? is Dragon really posting back to back articles in the space of 2 days? are we back to 10 subscriber Dragon? the answer to your question is that even when I was gone, I was still writing art...

5 months ago
16
12

RS Technologies (3445.T): Deeply misunderstood play leveraging the high growth Chinese WFE market

Guess who’s back, back again, Dragon’s back tell a friend. Well hello there readers, I hope you haven't forgotten me after my long hiatus. I’ve had quite a lot going on in my personal life over the last few months (pretty drastic changes) a...

5 months ago
17
17

Authors

The writers behind this newsletter.

  • Dragon Invest

    Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills

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