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…2 min read·Jul 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.2 min read·May 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.2 min read·May 19, 2023--1--1
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…2 min read·May 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…2 min read·May 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.2 min read·Jan 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.5 min read·Dec 26, 2022----
Panda WatchChina Tech: Market Update mid August 2022What are CEOs and investors saying about 2H22?4 min read·Aug 20, 2022----
Panda WatchChina Software: Sizing the UpsideI invest in Chinese software companies. My two basic assumptions are:4 min read·Aug 14, 2022----
