Pandawatch
In Hong Kong since 2007. A blog to keep my notes about what’s going on with Chinese companies and markets. Public portfolio, so you can see my biases and discount accordingly. Wine reviews, to add sophistication.
In Hong Kong since 2007. A blog to keep my notes about what’s going on with Chinese companies and markets. Public portfolio, so you can see my biases and discount accordingly. Wine reviews, to add sophistication.