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Latest (5)

  • First quarter China household net additional mortgage lowest in 10 years April 14, 2026
  • Do you remember the egg prices? April 13, 2026
  • M1 vs M2 gap in China April 10, 2026
  • Previous middle-east war length April 9, 2026
  • Two support for US stocks April 8, 2026

Blog Posts

Two support for US stocks

Labubu adjusted P/E

Unpredictability is what Pop Mart investors must shoulder

Why CFOs may not be good CEOs

Two values of e-commerce and Meituan

Where does Alibaba’s bullishness come from?

Stopping disclosure is a sure pressure in near term

Three 40bn RMB investments

Apple vs China Internet: 礼尚往来

Nongfu vs. PopMart

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