Category: Ramblers

In this edition: how we know China stocks are still largely unloved, from a Chongqing visit what their subway tells us about China’s future growth, why Haier Smarthome #06690 is a good company at a fair price and teeing up some of 2025s ‘mulligans’ for 2026.

In this issue: how China stocks have become, again, investible. How the HSI makes it back to 30,000, why MTRC 00066 is a ho-hum prospect but a buy lower down and how an over-abundance of caution has been an expensive mistake so far this year.

Some notes from a trip last week to the capital of China’s Heilongjiang Province, Harbin.