China Dream: A China Value-Investor’s Notebook

Latest Posts

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
The Sunday Paper – Only through Market-Oriented Reforms can China’s Future Economic Growth Rate Increase by 5.5% August 17, 2024
The Sunday Paper – The IMF’s Annual Survey of China and Its Prospects August 10, 2024
The Sunday Paper – Partial Nationalization and Firm Innovation—Empirical Evidence from China’s Mixed-ownership Reform August 3, 2024
The Sunday Paper – Where Ideas Come From: “The Spirit of Capitalism” in Medieval China July 27, 2024
If China Stocks Are In A Bear Market, That’d Be Good News July 26, 2024
The Sunday Paper – [The] U.S.’s Tech War Against China: The Only Option July 20, 2024

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Disclaimer

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 and do not necessarily represent the opinions of firms affiliated with the author. The author may or may not have a position in any company referenced. Any action that you take as a result of information or analysis is ultimately your responsibility. Want to get my Fund’s Monthly Letter? Drop me a line at nial@chinadream.asia

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China Dream: A China Value-Investor’s Notebook
Investment Philosophy
Sunday Papers

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