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China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.