The Great Wall Street - Investing in China

My personal Substack

Not investment advice. Do your own work. Musings on investing in China and economic development with a global perspective

Where China starts to make some sense to you

Deep dives on stocks to help you understand them

Actionable insights for successful China-related business and investment

On the intersections of tech, investing, geopolitics, and US-Asia relations

Momentum is your window into China’s brand stories. We unravel the narrative of brands, detailing their growth, challenges, market standing, and the real voice of consumers.

Researching stocks from around the world to invest for the long term.

Get smarter about China