The Great Wall Street - Investing in China

The Great Wall Street - Investing in China

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The Rise of China’s Pet Industry: Market Trends, Top Companies, and Investment Insights
From export OEMs to billion-yuan local brands
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The Great Wall Street
2
Call to Arms
A personal reflection on science, talent, and the quiet unraveling of a global advantage.
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The Great Wall Street
6
Postcard from Shenzhen
Brief impressions from my visit last week
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The Great Wall Street
10
Trump. Tariffs. Taiwan.
Why now may be the worst time for Beijing to act on Taiwan
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The Great Wall Street
Three Stocks: A turnaround, a profitable net-net with massive buybacks and a new pick.
Updates on an old pick, a net-net that’s now profitable, and a brand-new idea
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The Great Wall Street
5

March 2025

Tencent, Meituan, JD, Huya: Key Updates on China’s Tech Stocks
In this article, I’m reviewing a couple of recent developments in Chinese companies.
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The Great Wall Street
Why Pinduoduo’s Silence Is a Nightmare for Analysts and a Blueprint for China’s E-Commerce Dominance
Pinduoduo’s Earnings Call Circus
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The Great Wall Street
6
Is Baidu fumbling it again? Again!
Not Just Autonomous Driving and AI are under attack—Pinduoduo Is Coming for Baidu Too
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The Great Wall Street
How DeepSeek Levels the Field: New Investment Opportunities
Why Data Is the New King in the DeepSeek time
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The Great Wall Street
1

February 2025

China’s Food Delivery War
Why Meituan thrives While Ele.ma Struggles and JD is just faking it.
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The Great Wall Street
4
A Hidden Opportunity in the Wake of the DeepSeek Craze
Who will benefit from the AI surge
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The Great Wall Street
7
Suddenly, Everybody Loves Alibaba, But Struggles Persist
AI Promises and Cloud Growth Mask Deeper Issues in Alibaba’s Other Business Segments
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The Great Wall Street
4
© 2025 Frank
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