China

Real returns is all we need to stay the course

With market throwing tantrums, fell blessed with what you get

Apr 8 •

Coffee Can Investor

NVDA, China & Performance Update (Q2'24)

I continue to be backing the wrong horses in the short term

Jul 13, 2024 •

Coffee Can Investor

Cheap Looking Chinese Equities

Opportunity or a Trap?

Dec 16, 2023 •

Coffee Can Investor

Summary Analysis: Sinopharm (HKG:1099)

Consistent compounder available at juicy prices

Nov 25, 2023 •

Coffee Can Investor

Summary Analysis: Lenovo (HKG:0992)

Reasonably priced hardware manufacturer

Nov 18, 2023 •

Coffee Can Investor

The Case for India and China

Two wonderful economies with abundant opportunities

Apr 15, 2023 •

Coffee Can Investor

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