Why subscribe?
Welcome to Dragon Invest, a Substack publication focused on discovering opportunities in the frequently overlooked and underappreciated areas of the Chinese economy and stock markets.
I think the greatest investment prospects are found in places others overlook—or where traditional thinking has dismissed them. Centering my research around contrarian equity analysis and macroeconomic insights, I question the dominant mainstream stories about China, providing profound, data-driven viewpoints that delve deeper than superficial observations and Western propaganda.
My philosophy is based on value investing: recognizing companies and sectors with solid fundamentals, significant growth potential, and long-term viability, frequently neglected or undervalued by the wider market.
Why concentrate on China?
China continues to be one of the most dynamic, intricate, and transformative economies globally. Although frequently marked by swift advancements, regulatory uncertainty, and economic instability, I observe a scenario abundant with prospects for astute investors. Dragon Invest aims to assist you in navigating these intricate matters with clarity and accuracy.
Here’s what you can expect to see in our publication:
Equity Deep Dives: Comprehensive examinations of undervalued Chinese firms featuring convincing growth stories and appealing valuations.
Macro Trends: Insightful reflections on China’s economic strategies, geopolitical stance, and evolving global trade relationships.
Contrarian Viewpoints: An innovative look at the industries and sectors that many investors have overlooked or misinterpreted.
Implementable Concepts: Realistic investment tactics based on thorough research, avoiding any buzz.
Regardless of whether you're an experienced investor, an inquisitive reader, or someone aiming to expand your knowledge of China's financial and economic landscape, I aim to provide insights that are unique.
Come with me as I investigate China's unexploited potential, question the prevailing wisdom, and discover value where others perceive danger.
Join me today and confidently invest in the dragon.
