MARKET COMMENTARY

Price Doesn't Matter

JUNE 2021

The Price Of An Asset Determined By Fundamentals

MAY 2021

It's Ponzi-nomics

APR 2021

New China Perspectives

A weekly research newsletter from Morgan Creek's Shanghai-based investment team

RMB Appreciation

June 25, 2021

China IPO Q1 2021

June 10, 2021

China Investment Environment Part 4

May 21, 2021

China Investment Environment Part 3

April 30, 2021

China Investment Environment Part 2

April 23, 2021

China Investment Environment Part I

April 9, 2021

CVC Part V

March 25, 2021

CVC Part IV

March 19, 2021

CVC Part III

March 5, 2021

CVC Part II

February 24, 2021

CVC Part 1

February 12, 2021

China 2020 IPO

February 5, 2021

Anti-Monopoly Part 3

January 28, 2021

Anti-Monopoly Part 2

January 24, 2021

Anti-Monopoly Part 1

January 15, 2021

Ant Financial Part 2

January 8, 2021

Ant Financial Part 1

December 24, 2020