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Investing in China

Investing in China

Insights on Chinese and SE Asian stocks without the noise. Simple and direct. From Shanghai. Expect clarity in every post, focusing on what truly matters

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues38SubscribersRead investinginchina.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Recent Developments in China’s Tech Landscape: The Winners and Losers

China’s tech industry is undergoing significant changes, marked by moves towards self-regulation and the breakdown of long-standing digital barriers. These shifts are reshaping the competitive landscape and altering how major platforms inte...

3 months ago
21
4

Evolving Thoughts on Pinduoduo

As I discussed yesterday (here), I still believe that Pinduoduo’s earnings numbers were solid—nothing shocking, just in line with expectations. Everything I said yesterday still holds true. However, what continued to puzzle me was the surpr...

3 months ago
39
11

Pinduoduo Woke Up and Chose War

### Introduction

3 months ago
26
9

Comments on Tencent’s Second Quarter Earnings.

### Recent developments and strategy shift:

3 months ago
17
3

Authors

The writers behind this newsletter.

  • Investing in China

    Ex-Harvard mathematician turned entrepreneur turned full time Shanghai-based investor. I analyze Chinese & SE Asian stocks with a no-nonsense approach for clear insights.

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