China Venture Capital, Private Equity and Primary Market Data, News and Insights
Andrew Teoh: BAT’s Acquisition Strategy Creates Potential Exits For Venture Funds
Dec. 15, 2015
Andrew Teoh: More Mergers In 2016 To Create Industry Number Twos
Andrew Teoh: We Like Social Network B2C Start-Ups As Chinese Consumers Mature
Andrew Teoh: RMB Will Become A More Important Currency In Early Stage Investments
Xia Mingchen: Distressed Debt, Special Situations Will Outshine As China Re-Balances
Nov. 30, 2015
Xia Mingchen: Sector Expertise And Post-Investment Management Are Key For Success In China
Xia Mingchen: We Prefer Country-Specific Funds Over Pan-Asian Peers
Mark McFarland: We Favor Hong Kong-listed Chinese Internet And Banking Stocks
Sept. 25, 2015
Mark McFarland: China Has Plenty Of Room To Loosen Monetary Policy If Needed
Mark McFarland: RMB’s Future Devaluation Will Be Limited
Mark McFarland: China’s Slowdown Is Good For The World
Leon Liao: Recommend Galaxy, SJM, Sands China, And MPEL
Sept. 10, 2015
Leon Liao: Macau’s Junket System Is Consolidating, Weak Ones Will Fail
Leon Liao: Macau Gaming Sector May Have Reached Bottom
Tian X. Hou: Qihoo 360’s $9B Privatization Deal Will Complete At Reduced Price
Sept. 4, 2015
Tian X. Hou: US-Listed Chinese Healthcare And Hotel Firms Well-Suited For Privatization
Tian X. Hou: Privatization Deals Should Proceed Despite Correction And IPO Suspension
Tian X. Hou: Wave Of Privatization Deals Good For China’s Stock Market
Tian X. Hou: Baidu Should Consider Listing Its New Ventures Domestically
Manav Gupta: Hong Kong’s IoT Ecosystem Is The Best In The World
Aug. 29, 2015
Manav Gupta: Human Microchip Implants May Happen Sooner Than Expected
Manav Gupta: Key Challenge For IoT Sector Is Global Integration
Manav Gupta: The Future IoT 2.0 Will Connect All Facets Of Our Lives
Aug. 28, 2015
Manav Gupta: IoT Sector Could Be A $7 Trillion Market Opportunity
Theodore Shou: China Hedge Funds Will Continue To Outperform
Aug. 21, 2015
Theodore Shou: China Macro Funds Suffer Losses From RMB Depreciation
Theodore Shou: Investors Shift Focus To Risk Control After China Market Correction
Aug. 20, 2015
Theodore Shou: China Hedge Funds Failed To Achieve Alpha In Market Crash
David Ji: China’s Ghost Cities Are Not A Problem Of Oversupply
Aug. 17, 2015
David Ji: Real Estate Related To China’s New Economy Still Attractive
David Ji: Chinese Property Market In Early Recovery Stage
Marc Faber: The Chinese Will Not Print Money
April 17, 2015
7:24
Benjamin Fanger: Ballooning Bad Loans In China Are The Next Great Opportunity
July 23, 2014
5:08
Eric Solberg: China’s Property And Steel Sectors Look Interesting Now
June 26, 2014
6:37
Chi Lo: Patient Investors Should Build Up China Exposure Now
June 18, 2014
5:15
Jim Rogers: We Will All Pay A Terrible Price For Today’s Artificial Liquidity
May 26, 2014
7:26
Bing Lin: Accounting Abuse Among Listed Chinese Companies Still Widespread
April 16, 2014
5:51
Theodore Shou: China-Focused Hedge Funds Will Continue To Outperform
March 24, 2014
5:52
Goodwin Gaw: China’s Property Market May See 10%-15% Price Drop
March 10, 2014
5:21
Kevin Parker: China Will Set Pace Of Environmental Policy In 2014
Feb. 24, 2014
6:51
Tim Draper: Extraordinary Returns Are Coming Back To Venture Capital In The Next Three Years
Jan. 10, 2014
7:46
Anla Cheng: China’s IPO Market Might Open Sooner Than You Expect
Nov. 25, 2013
4:58
Jim Rogers: China Should Open Up Its Financial Markets Now
Nov. 19, 2013
7:11
Stephen Roach: Fears Of A China Slowdown Are Vastly Overblown
Oct. 10, 2013
5:14
William Shen: Headland Capital Is Bullish On Chinese 4S Auto Dealerships
Sept. 18, 2013
5:36
Arthur Kroeber: Credit Curbs And Structural Reforms Will Heighten China Risk
Aug. 6, 2013
6:54
Tian X. Hou: Weibo Will Finally Bolster Sina’s Bottom Line
July 16, 2013
5:25
Tristen Langley: Start-ups Within Chinese Internet Companies Generate Great Value
May 6, 2013
4:42
Simon Eckersley: HAO Capital-Invested Chinese Medical Equipment Maker Eyes Major Acquisitions
March 25, 2013
4:34
Daan van Aert: Logistic Warehouses And Car Parks Present Best Property Investment Opportunities In China
March 18, 2013
4:41
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