WE THINK: China Has Embarked on a New Wave of Technology Investment
In February, Chinese assets surprisingly led the global capital markets in performance, with the Nasdaq Index falling by -3.97% during the same period. The Wind All-A Index, Hang Seng Index
2025-03-04WE THINK：The Situation is Developing in Favor of China, with DEEPSEEK Leading the Breakthrough Beyond the
In January, due to the Lunar New Year holiday falling on January 28th this year and the inauguration of the new U.S. president on January 20th, both domestic policies and capital markets were characterized by a cautious wait-and-see attitude.
2025-02-05WE THINK：Vision 2025 - Waiting patiently
In 2024, China's equity assets performed reasonably well from a systemic perspective. Despite initial investor pessimism and a downturn in small-cap stocks at the beginning of the year, along with significant market pressure in the first half of Q2 and Q3, a clear shift in macro policy on September
2025-01-06WE THINK: Domestic Demands is the Key to Globalisation 2.0
In November, the A-share market saw its focus shift upward amid oscillating rotations, with the Wind All A Index rising by 1.34% for the month and the CSI 300 Index increasing slightly by 0.66%, reflecting characteristics of a slow bull market.
2024-12-02WE THINK: Why is it difficult to make money even in a bull market?
In October, the A-share market exhibited a pattern of high openings followed by declines and wide fluctuations. The Wind All A Index rose by 2.28% for the month, but the pullback from its high reached 16.8%. The CSI 300 Index saw a monthly change of -3.16%, with a volatility of 17.05%.
2024-11-04WE THINK：Is it a Rebound or Turnaround? Don’t become “Yegong”
In September, the Chinese stock market staged a dramatic comeback. Before the 23rd, the market continued its previous sluggish trend, with declining volumes and most investors feeling despondent.
2024-10-07WE THINK: Reviewing how A-shares recoverd from the previous bear markets. What’s the commonality of successful investment decisions?
In August, the A-share market continued its previous weak trend, and the market still lacked a profit-making effect. Although driven by mysterious incremental funds, the stock prices of major banks in various countries reached new highs, most other companies' stock prices continued to decline.
2024-09-02WE THINK: No investment strategy will be effective forever; The commonalities of the most disastrous investment decisions
We will continue to invest into “high quality” stocks, investing in only the best of the best only for the moment of time, as we believe strong fundamentals are the basis to strive through volatility
2024-08-05WE THINK: Investors’ Confidence and Patience are Equally Important. What’s the Future for Small Cap Stocks?
Maintain a structural market mindset, and maintain a volatile market mindset. Leverage the advantage of having both breadth and depth of research, continuously optimize the investment portfolio, and patiently sow the seeds for spring.
2024-07-12WE THINK: Thousand Sails pass the Sunken Boat; Forest Flourishes in front of the Sickly Tree
Correction" is an ability that investors must possess, but it is also the most difficult ability for investors to cultivate! Because in many classic books on value investing, there is a similar passage: "For the company you truly believe in, you should be happy when the stock price drops, because th
2024-06-03WE THINK: Chinese Equities Gaining Attention Again
At this moment, it is suitable to revisit Warren Buffett's famous quote: "Don't wait until economic data turns positive to buy stocks; by then, you will have missed out on the market's big rally."
2024-05-06WE THINK: The Market is Developing Amidst Hesitations
"Buy a little during the trough with a compassionate heart, and step back when everyone is scrambling!" Perhaps the results of investment and financial management will undergo significant changes.
2024-04-01