An update on Longriver at its third anniversary.
Read MoreChina’s quiet transformation and BYD.
Read MoreBYD’s Electric Dreams.
Read MoreIs China Investable?
Read MoreReviewing 2024 and an introduction to Wise plc.
Read MoreA volatile quarter and an introduction to Hikari Tsushin.
Read MoreFrom Crisis to Clarity.
Read MorePost-game on a weekend in Shenzhen.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
Read MoreSupplying the boom in AI capex.
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Celebrating with friends and some good baijiu.
Read MoreAn update on Vistry, the British homebuilder, and some thoughts on (personal) tech debt.
Read MoreAnta and Li Ning’s divergent paths.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read MoreGames Workshop’s trade-offs.
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On the ‘year of efficiency’, trauma and China’s bear market.
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Visiting the home of China’s legendary liquor.
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Unpacking Evolution AB.
Read MoreChinese NEVs Cambrian Explosion.
Read MoreTransforming into a high-volume, high ROCE homebuilder.
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