The Great Wall Street - Investing in China

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Brief Interlude: The Shifting Battle for Speed in Chinese E-Commerce
The future of Chinese e-commerce is instant retail
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The Great Wall Street
6
The Development Almost Everybody Currently Misses About Investing in China
What I Believe Is the Most Important and Completely Overlooked Development Happening Right Now
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The Great Wall Street
5
How Is China Doing After the Stimulus? Reports from the Ground
A closer look at company statements, economic trends, and on-the-ground insights into the effectiveness of China’s recent stimulus measures.
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The Great Wall Street
2

November 2024

Pinduoduo’s Turning Point
Balancing Merchant Support, Competition, and Long-Term Growth
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The Great Wall Street
7
Comments on Alibaba’s Third Quarter Earnings
Steady Progress Amid Challenges: Evaluating Alibaba’s Path Forward
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The Great Wall Street
Comments on Tencent’s Third Quarter Earnings
Stable performance despite a challenging macro environment and an exciting new development
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The Great Wall Street
6
There’s No Free Lunch—Some People Even Pay Twice
A Lesson in Irrationality, Rational Decision-Making, and Behavioral Biases in Investing
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The Great Wall Street
1

October 2024

Is China investible?
Unique Advantages and the Shifting Dynamics of Competition
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12
How I Navigate the Chinese Stock Market Right Now
Cutting Through the Noise and Exploiting the Volatile Market
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The Great Wall Street
2
The fight against stupidity has only just begun
How to not fool yourself or get fooled by others
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The Great Wall Street
4
China's Tech Sector - The Pendulum Swings Back
From crackdown to collaboration—how government support for Chinese tech giants could unlock new growth and investment opportunities
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The Great Wall Street
1
Not Sure How to Think About Recent Chinese Policies?
Here’s the mental model I use to understand the dynamics of Chinese policy shifts and their broader impact on society and the market
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The Great Wall Street
7
© 2024 Frank
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