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