Growth Dragons | Alvin Chow | Substack

Growth Dragons

Gain valuable insights and expert analysis on China's rapidly growing market and investment opportunities with Growth Dragons.

Haier and Midea Are Yielding More Than 5% Again. What Gives?

China’s home appliance industry has entered a new era.

12 hrs ago•Dr Wealth


Growth Dragons Weekly: AI Stocks Soar, MSCI China Drops 20% Into Bear Territory

What happened in China this week:

Jun 19•GrowthDragons


Xiaomi, Pop Mart, Laopu Gold: From Highflyers to Down 30%+ in a Year. Cheap Now?

The stories of Laopu Gold, Pop Mart, and Xiaomi highlight one of the most important lessons in investing: stock prices and business performance do not always align.

Jun 16•Dr Wealth


14 China AI Champions That Gained More Than 100% In a Year

Most investors are familiar with the AI stocks in the West.

Jun 9•Alvin Chow


Growth Dragons Weekly: Futu Shrugs Off Its Fine, PDD's Cash Is Half Its Market Cap, MiniMax Wants to 6x Its ARR

What happened in China this week:

May 30•Dr Wealth


CATL Is the New ExxonMobil

Contemporary Amperex Technology, or CATL (SEHK:3750), is often seen as an EV battery maker.

May 26•Dr Wealth


Hong Kong Tech: Lots of Old Tech, Not Enough AI

Hong Kong is behind in the AI race, at least when it comes to giving investors exposure to it.

Jun 3•Alvin Chow