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A China Value-Investor’s Notebook

Latest Posts

Deglobalization as an Opportunity for the Hinterland: Evidence from the Us-China Trade War December 21, 2024
The Sunday Paper – The Rise of US Economic Sanctions on China: Analysis of a New PIIE Dataset December 14, 2024
The Sunday Paper – The Economics of Housing [The IMF’s December Edition of Finance and Development] December 7, 2024
The China Rambler – November Wrap December 3, 2024
The Sunday Paper – Mortgage Prepayments in China and Monetary Policy Transmission November 30, 2024
The Sunday Paper – No Quick Fixes: China’s Long-Term Consumption Growth November 23, 2024
The China Dream Absolute Return Fund – Closing Letter – November 2024 November 20, 2024
The Sunday Paper – China’s Path to Sustainable and Balanced Growth November 16, 2024
The Sunday Paper – Beyond the Fundamentals: How Media-Driven Narratives Influence Cross-Border Capital Flows November 9, 2024
The Sunday Paper – How ESG Rating Divergence Affect[s] Corporate Audit Fees November 2, 2024
The Sunday Paper – How Domestic Institutions Shape the Global Tech War October 26, 2024
The Sunday Paper – The Impact of the Chinese Exclusion Act on the Economic Development of the Western U.S October 19, 2024
The Sunday Paper – Managing the Decline of Coal in a Decarbonizing China October 12, 2024
The Sunday Paper – Understanding Corporate Governance in China October 6, 2024
The Sunday Paper – The Renminbi’s Global Role as an Anchor Currency: No Evidence September 28, 2024
The Sunday Paper – Understanding E-Cny Adoption Intention Among Individual Users: A Mixed-Methods Approach September 21, 2024
The Sunday Paper(s) – Productivity – And How to Revive It [The September ‘Finance and Development’ Magazine from the IMF] September 14, 2024
The Sunday Paper – How Does Management Guidance Affect Investors’ Responses to Earnings Announcements? September 7, 2024
The Sunday Paper – As the U.S. Is Derisking from China, Other Foreign U.S. Suppliers are Relying More on Chinese Imports August 31, 2024
The Sunday Paper – China’s Long-Term Growth Potential: Can Productivity Convergence Be Sustained? August 24, 2024

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The content on this site is provided as general information only and should not be taken as investment advice. The ideas expressed on this site are solely the opinions of the author. The author may or may not have a position in any company referenced. Any action you take as a result of information or analysis is ultimately your responsibility. Comments/feedback? Drop me a line at nial@nialgooding.com

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