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A China Value-Investor’s Notebook

Chongqing. Yes, the buildings on the left really do bend like that.

Latest Posts

The Sunday Paper – Subways, Information Flow, and Stock Price Crash Risk: Evidence from China May 16, 2026
The Sunday Paper – China’s Global Ownership May 9, 2026
The Sunday Paper – Export Controls and Innovation in Sanctioned Countries May 2, 2026
The China Rambler – April 2026 Wrap April 30, 2026
The Sunday Paper – When Words Move Money: Diplomatic Sentiment and International Capital Flows April 25, 2026
The Sunday Paper – Filling the Tank: How China Aims to Wean Itself Off Foreign Oil April 18, 2026
The Sunday Paper – The Impact of ESG Performance on Corporate Value: Aggregate ESG Scores and Evidence from China April 11, 2026
The Sunday Paper – Tariffs in 2025: Short-Run Impacts on the U.S. Economy April 4, 2026
The China Rambler – March 2026 Wrap April 1, 2026
The Sunday Paper – The quiet before the trend: Economic uncertainty and stock mispricing in China March 28, 2026
The Sunday Paper – How Close Is China’s Medium-Term Outlook to That of Japan? An Economic-Historical Perspective March 21, 2026
The Sunday Paper – Which Companies are Ahead in Frontier Innovation on Critical Technologies? Comparing China, The European Union and the United States March 14, 2026
The Sunday Paper – The Economics of Tariffs March 7, 2026
The China Rambler – February 2026 Wrap March 2, 2026
The Sunday Paper – The IMF’s Annual China Report – 2026 February 28, 2026
The Sunday Paper – A Breach In The Great Wall: Why Are Chinese Companies Listed In The U.S. Subject To Lower Disclosure Standards? February 21, 2026
The Sunday Paper – How Western Sanctions Push Countries Toward China February 14, 2026
The Sunday Paper – Long-term impacts of trade liberalization: Treaty ports and firm export in China February 7, 2026
The China Rambler – January 2026 Wrap February 2, 2026
The Sunday Paper – How Globalization Unravels: A Ricardian Model of Endogenous Trade Policy January 31, 2026

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The content on this site is provided as general information only and should not be taken as investment advice. The ideas expressed on this site are solely the opinions of the author. The author may or may not have a position in any company referenced. Any action you take as a result of information or analysis is ultimately your responsibility. Comments/feedback? Drop me a line at nial@nialgooding.com

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