The Great Wall Street - Investing in China

The Great Wall Street - Investing in China

Home
Notes
Investor Resources
Leaderboard
About

May 2025

Pinduoduo - Game over?
Pinduoduo: From Fraud to Failure?
 • 
The Great Wall Street
9
Why Xiaohongshu (RedNote) Became China’s Default Search Engine for Daily Life
It’s not about algorithms. It’s about answers you actually believe.
 • 
The Great Wall Street
2
China’s Robotaxi Race Hits an Inflection Point — But Baidu Risks Falling Behind again
Baidu lags as rivals secure huge WeChat and Uber deals
 • 
The Great Wall Street
4
Tariffs on, Tariffs off, Tariffs on
Trump’s Tariff Moves: What Investors Need to Know About Trade War Risks in 2025
 • 
The Great Wall Street
Alibaba’s Spending Spree: From Cautious Buybacks to Full-Blown Investment Mode
AI, Instant Retail, Cloud, and E-Commerce Are All Demanding Capital—While Free Cash Flow Starts to Crack
 • 
The Great Wall Street
1
Platform Ambitions in China: How Trying to Sell Everything Burns Billions
China’s cut-throat competition makes even market leaders bleed billions when they venture outside their core business.
 • 
The Great Wall Street
4
Delisting Dramas: How real is Washington’s newest threat to Chinese stocks?
Legal options, timeline for action, and fallback listing prospects.
 • 
The Great Wall Street
7

April 2025

Why JD.com Entered Food Delivery — and Whether the Strategy Can Pay Off
A strategic move into instant retail or an uphill battle for user mindshare? Here’s how to think about JD’s delivery play from an investor’s…
 • 
The Great Wall Street
7
The Rise of China’s Pet Industry: Market Trends, Top Companies, and Investment Insights
From export OEMs to billion-yuan local brands
 • 
The Great Wall Street
5
Call to Arms
A personal reflection on science, talent, and the quiet unraveling of a global advantage.
 • 
The Great Wall Street
9
© 2025 Frank
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture