Panda Watch2023 China Investment Portfolio UpdateChinese stocks have been on a rollercoaster for the last 12 months. So has my China portfolio. After all these sweats around China…Jul 31, 2023Jul 31, 2023
Panda WatchWhat’s going on with Pinduoduo?I confess: I am sometimes biased, and that’s the worst thing to be as an investor.May 29, 2023May 29, 2023
Panda WatchWhat’s going on in China (through the lens of 1Q23 Big Tech results)So this week we got 1Q23 results from Baidu, Tencent, and Alibaba.May 19, 20231May 19, 20231
Panda WatchChina Stocks Valuations and IRRBelow is a summary table with the current valuation of the main China stocks, and expected IRR (based on my views of the future, as good as…May 14, 2023May 14, 2023
Panda WatchIs JD.com cheap enough ahead of May 11 results?JD.com’s stock has taken a beating in the last 3 months, but more driven by change in expectations than actual facts. The upcoming Q1…May 9, 2023May 9, 2023
Panda WatchInvesting in China: The risks in 2023.Every major bank and broker seem pretty bullish on China for 2023 following covid and regulatory pivot.Jan 3, 2023Jan 3, 2023
Panda WatchInvesting in China: Positioning for 2023.Back in August 2022 the market looked horrific. And I decided to increase the allocation to China in my equities portfolio.Dec 26, 2022Dec 26, 2022
Panda WatchChina Tech: Market Update mid August 2022What are CEOs and investors saying about 2H22?Aug 20, 2022Aug 20, 2022
Panda WatchChina Software: Sizing the UpsideI invest in Chinese software companies. My two basic assumptions are:Aug 14, 2022Aug 14, 2022