China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Related
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Latest
Portfolio update November 2025
A down month
Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
